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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 | $52,615 | $202,342-74.0% | $172,752-69.5% | $152,897-65.6% |
| Participation rate | 94.7% | 87.1%+7.7pp | 82.6%+12.1pp | 82.5%+12.3pp |
| Annual return | 21.53% | 1029.83%-1008.3pp | 802.97%-781.4pp | 345.43%-323.9pp |
| Employer contribution / active EE | $2,954 | $5,858-49.6% | $5,144-42.6% | $4,764-38.0% |
| Participant deferral / active EE | $6,142 | $5,948+3.3% | $5,198+18.2% | $5,851+5.0% |
| Admin fee / account holder | $1,242 | $17,111-92.7% | $13,955-91.1% | $11,599-89.3% |