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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 | $90,652 | $202,342-55.2% | $172,753-47.5% | $152,909-40.7% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.5%+8.5pp |
| Annual return | 21.77% | 1029.88%-1008.1pp | 803.00%-781.2pp | 345.46%-323.7pp |
| Employer contribution / active EE | $7,176 | $5,857+22.5% | $5,144+39.5% | $4,764+50.6% |
| Participant deferral / active EE | $4,899 | $5,948-17.6% | $5,198-5.8% | $5,851-16.3% |
| Admin fee / account holder | $1,165 | $17,112-93.2% | $13,956-91.6% | $11,601-90.0% |