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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 | $202,326-24.7% | $172,745-11.8% | $152,870-0.3% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.4%+7.6pp |
| Annual return | 19.55% | 1029.72%-1010.2pp | 802.90%-783.3pp | 345.34%-325.8pp |
| Employer contribution / active EE | $9,030 | $5,858+54.2% | $5,144+75.5% | $4,763+89.6% |
| Participant deferral / active EE | $12,388 | $5,948+108.3% | $5,197+138.4% | $5,850+111.7% |
| Admin fee / account holder | $57,374 | $17,110+235.3% | $13,954+311.2% | $11,597+394.8% |