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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 | $46,393 | $202,342-77.1% | $172,752-73.1% | $152,897-69.7% |
| Participation rate | 91.3% | 87.1%+4.2pp | 82.6%+8.7pp | 82.5%+8.9pp |
| Annual return | 23.82% | 1029.83%-1006.0pp | 802.97%-779.2pp | 345.43%-321.6pp |
| Employer contribution / active EE | $7,103 | $5,858+21.3% | $5,144+38.1% | $4,764+49.1% |
| Participant deferral / active EE | $2,851 | $5,948-52.1% | $5,198-45.1% | $5,851-51.3% |
| Admin fee / account holder | $577 | $17,111-96.6% | $13,955-95.9% | $11,599-95.0% |