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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 | $153,714 | $202,342-24.0% | $172,753-11.0% | $152,909+0.5% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.5%+6.4pp |
| Annual return | 17.58% | 1029.88%-1012.3pp | 803.00%-785.4pp | 345.46%-327.9pp |
| Employer contribution / active EE | $1,740 | $5,857-70.3% | $5,144-66.2% | $4,764-63.5% |
| Participant deferral / active EE | $5,532 | $5,948-7.0% | $5,198+6.4% | $5,851-5.5% |
| Admin fee / account holder | $53,217 | $17,112+211.0% | $13,956+281.3% | $11,601+358.7% |