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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,339 | $202,342-24.7% | $172,753-11.8% | $152,909-0.4% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.5%+7.5pp |
| Annual return | 19.55% | 1029.88%-1010.3pp | 803.00%-783.5pp | 345.46%-325.9pp |
| Employer contribution / active EE | $9,030 | $5,857+54.2% | $5,144+75.6% | $4,764+89.6% |
| Participant deferral / active EE | $12,388 | $5,948+108.3% | $5,198+138.3% | $5,851+111.7% |
| Admin fee / account holder | $57,374 | $17,112+235.3% | $13,956+311.1% | $11,601+394.6% |