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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 | $86,490 | $202,342-57.3% | $172,753-49.9% | $152,909-43.4% |
| Participation rate | 92.9% | 87.1%+5.8pp | 82.6%+10.2pp | 82.5%+10.4pp |
| Annual return | 18.28% | 1029.88%-1011.6pp | 803.00%-784.7pp | 345.46%-327.2pp |
| Employer contribution / active EE | $4,691 | $5,857-19.9% | $5,144-8.8% | $4,764-1.5% |
| Participant deferral / active EE | $6,756 | $5,948+13.6% | $5,198+30.0% | $5,851+15.5% |
| Admin fee / account holder | $391 | $17,112-97.7% | $13,956-97.2% | $11,601-96.6% |