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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 | $65,904 | $202,342-67.4% | $172,752-61.9% | $152,897-56.9% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.5%+6.4pp |
| Annual return | 18.25% | 1029.83%-1011.6pp | 802.97%-784.7pp | 345.43%-327.2pp |
| Employer contribution / active EE | $8,778 | $5,858+49.9% | $5,144+70.6% | $4,764+84.3% |
| Participant deferral / active EE | $5,888 | $5,948-1.0% | $5,198+13.3% | $5,851+0.6% |
| Admin fee / account holder | $789 | $17,111-95.4% | $13,955-94.3% | $11,599-93.2% |