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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 | $125,552 | $202,326-37.9% | $172,745-27.3% | $152,870-17.9% |
| Participation rate | 94.4% | 87.1%+7.4pp | 82.6%+11.8pp | 82.4%+12.0pp |
| Annual return | 19.00% | 1029.72%-1010.7pp | 802.90%-783.9pp | 345.34%-326.3pp |
| Employer contribution / active EE | $2,676 | $5,858-54.3% | $5,144-48.0% | $4,763-43.8% |
| Participant deferral / active EE | $4,717 | $5,948-20.7% | $5,197-9.2% | $5,850-19.4% |
| Admin fee / account holder | $1,885 | $17,110-89.0% | $13,954-86.5% | $11,597-83.7% |