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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 | $202,326-55.2% | $172,745-47.5% | $152,870-40.7% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.4%+8.5pp |
| Annual return | 21.77% | 1029.72%-1008.0pp | 802.90%-781.1pp | 345.34%-323.6pp |
| Employer contribution / active EE | $7,176 | $5,858+22.5% | $5,144+39.5% | $4,763+50.7% |
| Participant deferral / active EE | $4,899 | $5,948-17.6% | $5,197-5.8% | $5,850-16.3% |
| Admin fee / account holder | $1,165 | $17,110-93.2% | $13,954-91.6% | $11,597-90.0% |