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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 | $61,858 | $202,342-69.4% | $172,753-64.2% | $152,909-59.5% |
| Participation rate | 94.4% | 87.1%+7.4pp | 82.6%+11.8pp | 82.5%+12.0pp |
| Annual return | 21.94% | 1029.88%-1007.9pp | 803.00%-781.1pp | 345.46%-323.5pp |
| Employer contribution / active EE | $4,379 | $5,857-25.2% | $5,144-14.9% | $4,764-8.1% |
| Participant deferral / active EE | $3,257 | $5,948-45.2% | $5,198-37.3% | $5,851-44.3% |
| Admin fee / account holder | $521 | $17,112-97.0% | $13,956-96.3% | $11,601-95.5% |