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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 | $76,504 | $202,345-62.2% | $172,755-55.7% | $152,885-50.0% |
| Participation rate | 93.3% | 87.1%+6.3pp | 82.6%+10.7pp | 82.5%+10.9pp |
| Annual return | 24.60% | 1029.77%-1005.2pp | 802.94%-778.3pp | 345.39%-320.8pp |
| Employer contribution / active EE | $4,545 | $5,858-22.4% | $5,144-11.7% | $4,763-4.6% |
| Participant deferral / active EE | $4,341 | $5,948-27.0% | $5,198-16.5% | $5,851-25.8% |
| Admin fee / account holder | $459 | $17,111-97.3% | $13,955-96.7% | $11,598-96.0% |