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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 | $144,240 | $202,342-28.7% | $172,753-16.5% | $152,909-5.7% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.5%+7.5pp |
| Annual return | 14.85% | 1029.88%-1015.0pp | 803.00%-788.2pp | 345.46%-330.6pp |
| Employer contribution / active EE | $6,604 | $5,857+12.7% | $5,144+28.4% | $4,764+38.6% |
| Participant deferral / active EE | $3,518 | $5,948-40.9% | $5,198-32.3% | $5,851-39.9% |
| Admin fee / account holder | $6,994 | $17,112-59.1% | $13,956-49.9% | $11,601-39.7% |