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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 | $33,295 | $202,342-83.5% | $172,752-80.7% | $152,897-78.2% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.5%+7.5pp |
| Annual return | 19.51% | 1029.83%-1010.3pp | 802.97%-783.5pp | 345.43%-325.9pp |
| Employer contribution / active EE | $4,490 | $5,858-23.4% | $5,144-12.7% | $4,764-5.8% |
| Participant deferral / active EE | $4,734 | $5,948-20.4% | $5,198-8.9% | $5,851-19.1% |
| Admin fee / account holder | $1,595 | $17,111-90.7% | $13,955-88.6% | $11,599-86.3% |