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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 | $60,605 | $202,342-70.0% | $172,753-64.9% | $152,909-60.4% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.5%+6.4pp |
| Annual return | 23.30% | 1029.88%-1006.6pp | 803.00%-779.7pp | 345.46%-322.2pp |
| Employer contribution / active EE | $4,779 | $5,857-18.4% | $5,144-7.1% | $4,764+0.3% |
| Participant deferral / active EE | $2,826 | $5,948-52.5% | $5,198-45.6% | $5,851-51.7% |
| Admin fee / account holder | $5,071 | $17,112-70.4% | $13,956-63.7% | $11,601-56.3% |