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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 | $115,525 | $202,342-42.9% | $172,753-33.1% | $152,909-24.4% |
| Participation rate | 95.2% | 87.1%+8.2pp | 82.6%+12.6pp | 82.5%+12.8pp |
| Annual return | 19.93% | 1029.88%-1009.9pp | 803.00%-783.1pp | 345.46%-325.5pp |
| Employer contribution / active EE | $6,350 | $5,857+8.4% | $5,144+23.4% | $4,764+33.3% |
| Participant deferral / active EE | $4,345 | $5,948-26.9% | $5,198-16.4% | $5,851-25.7% |
| Admin fee / account holder | $15,226 | $17,112-11.0% | $13,956+9.1% | $11,601+31.2% |