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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 | $108,616 | $202,342-46.3% | $172,753-37.1% | $152,909-29.0% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.5%+6.4pp |
| Annual return | 22.67% | 1029.88%-1007.2pp | 803.00%-780.3pp | 345.46%-322.8pp |
| Employer contribution / active EE | $2,197 | $5,857-62.5% | $5,144-57.3% | $4,764-53.9% |
| Participant deferral / active EE | $4,659 | $5,948-21.7% | $5,198-10.4% | $5,851-20.4% |
| Admin fee / account holder | $6,501 | $17,112-62.0% | $13,956-53.4% | $11,601-44.0% |