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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 | $38,467 | $202,345-81.0% | $172,755-77.7% | $152,885-74.8% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 19.27% | 1029.77%-1010.5pp | 802.94%-783.7pp | 345.39%-326.1pp |
| Employer contribution / active EE | $9,174 | $5,858+56.6% | $5,144+78.3% | $4,763+92.6% |
| Participant deferral / active EE | $2,829 | $5,948-52.4% | $5,198-45.6% | $5,851-51.7% |
| Admin fee / account holder | $376 | $17,111-97.8% | $13,955-97.3% | $11,598-96.8% |