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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 | $202,342-67.6% | $172,753-62.0% | $152,909-57.1% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.5%+7.5pp |
| Annual return | 17.05% | 1029.88%-1012.8pp | 803.00%-786.0pp | 345.46%-328.4pp |
| Employer contribution / active EE | $8,462 | $5,857+44.5% | $5,144+64.5% | $4,764+77.6% |
| Participant deferral / active EE | $5,460 | $5,948-8.2% | $5,198+5.0% | $5,851-6.7% |
| Admin fee / account holder | $34,906 | $17,112+104.0% | $13,956+150.1% | $11,601+200.9% |