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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 | $107,567 | $202,342-46.8% | $172,753-37.7% | $152,909-29.7% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 22.41% | 1029.88%-1007.5pp | 803.00%-780.6pp | 345.46%-323.1pp |
| Employer contribution / active EE | $8,450 | $5,857+44.3% | $5,144+64.3% | $4,764+77.4% |
| Participant deferral / active EE | $4,552 | $5,948-23.5% | $5,198-12.4% | $5,851-22.2% |
| Admin fee / account holder | $1,552 | $17,112-90.9% | $13,956-88.9% | $11,601-86.6% |