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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 | $65,575 | $202,326-67.6% | $172,745-62.0% | $152,870-57.1% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.4%+7.6pp |
| Annual return | 17.05% | 1029.72%-1012.7pp | 802.90%-785.9pp | 345.34%-328.3pp |
| Employer contribution / active EE | $8,462 | $5,858+44.5% | $5,144+64.5% | $4,763+77.7% |
| Participant deferral / active EE | $5,460 | $5,948-8.2% | $5,197+5.0% | $5,850-6.7% |
| Admin fee / account holder | $34,906 | $17,110+104.0% | $13,954+150.1% | $11,597+201.0% |