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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 | $112,210 | $202,342-44.5% | $172,752-35.0% | $152,897-26.6% |
| Participation rate | 93.8% | 87.1%+6.7pp | 82.6%+11.1pp | 82.5%+11.3pp |
| Annual return | 22.79% | 1029.83%-1007.0pp | 802.97%-780.2pp | 345.43%-322.6pp |
| Employer contribution / active EE | $3,337 | $5,858-43.0% | $5,144-35.1% | $4,764-30.0% |
| Participant deferral / active EE | $4,713 | $5,948-20.8% | $5,198-9.3% | $5,851-19.5% |
| Admin fee / account holder | $1,088 | $17,111-93.6% | $13,955-92.2% | $11,599-90.6% |