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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 | $135,823 | $202,342-32.9% | $172,752-21.4% | $152,897-11.2% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.5%+7.5pp |
| Annual return | 23.38% | 1029.83%-1006.4pp | 802.97%-779.6pp | 345.43%-322.0pp |
| Employer contribution / active EE | $8,830 | $5,858+50.7% | $5,144+71.7% | $4,764+85.4% |
| Participant deferral / active EE | $5,644 | $5,948-5.1% | $5,198+8.6% | $5,851-3.5% |
| Admin fee / account holder | $16,398 | $17,111-4.2% | $13,955+17.5% | $11,599+41.4% |