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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 | $161,995 | $202,345-19.9% | $172,755-6.2% | $152,885+6.0% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.5%+7.5pp |
| Annual return | 17.15% | 1029.77%-1012.6pp | 802.94%-785.8pp | 345.39%-328.2pp |
| Employer contribution / active EE | $2,937 | $5,858-49.9% | $5,144-42.9% | $4,763-38.3% |
| Participant deferral / active EE | $7,932 | $5,948+33.4% | $5,198+52.6% | $5,851+35.6% |
| Admin fee / account holder | $2,500 | $17,111-85.4% | $13,955-82.1% | $11,598-78.4% |