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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 | $93,216 | $202,345-53.9% | $172,755-46.0% | $152,885-39.0% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 17.70% | 1029.77%-1012.1pp | 802.94%-785.2pp | 345.39%-327.7pp |
| Employer contribution / active EE | $3,399 | $5,858-42.0% | $5,144-33.9% | $4,763-28.6% |
| Participant deferral / active EE | $8,948 | $5,948+50.4% | $5,198+72.2% | $5,851+52.9% |
| Admin fee / account holder | $885 | $17,111-94.8% | $13,955-93.7% | $11,598-92.4% |