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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 | $124,931 | $202,342-38.3% | $172,752-27.7% | $152,897-18.3% |
| Participation rate | 92.9% | 87.1%+5.8pp | 82.6%+10.2pp | 82.5%+10.4pp |
| Annual return | 14.39% | 1029.83%-1015.4pp | 802.97%-788.6pp | 345.43%-331.0pp |
| Employer contribution / active EE | $7,773 | $5,858+32.7% | $5,144+51.1% | $4,764+63.2% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $19,196 | $17,111+12.2% | $13,955+37.6% | $11,599+65.5% |