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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 | $43,095 | $202,342-78.7% | $172,753-75.1% | $152,909-71.8% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.5%+7.5pp |
| Annual return | 35.96% | 1029.88%-993.9pp | 803.00%-767.0pp | 345.46%-309.5pp |
| Employer contribution / active EE | $2,724 | $5,857-53.5% | $5,144-47.1% | $4,764-42.8% |
| Participant deferral / active EE | $2,989 | $5,948-49.7% | $5,198-42.5% | $5,851-48.9% |
| Admin fee / account holder | $9,609 | $17,112-43.8% | $13,956-31.1% | $11,601-17.2% |