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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 | $113,337 | $202,342-44.0% | $172,753-34.4% | $152,909-25.9% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.5%+6.4pp |
| Annual return | 23.72% | 1029.88%-1006.2pp | 803.00%-779.3pp | 345.46%-321.7pp |
| Employer contribution / active EE | $1,745 | $5,857-70.2% | $5,144-66.1% | $4,764-63.4% |
| Participant deferral / active EE | $4,138 | $5,948-30.4% | $5,198-20.4% | $5,851-29.3% |
| Admin fee / account holder | $1,145 | $17,112-93.3% | $13,956-91.8% | $11,601-90.1% |