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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 | $55,149 | $202,342-72.7% | $172,752-68.1% | $152,897-63.9% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.5%+9.2pp |
| Annual return | 25.20% | 1029.83%-1004.6pp | 802.97%-777.8pp | 345.43%-320.2pp |
| Employer contribution / active EE | $2,145 | $5,858-63.4% | $5,144-58.3% | $4,764-55.0% |
| Participant deferral / active EE | $5,516 | $5,948-7.3% | $5,198+6.1% | $5,851-5.7% |
| Admin fee / account holder | $1,145 | $17,111-93.3% | $13,955-91.8% | $11,599-90.1% |