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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 | $157,704 | $202,342-22.1% | $172,753-8.7% | $152,909+3.1% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.5%+7.5pp |
| Annual return | 17.80% | 1029.88%-1012.1pp | 803.00%-785.2pp | 345.46%-327.7pp |
| Employer contribution / active EE | $2,912 | $5,857-50.3% | $5,144-43.4% | $4,764-38.9% |
| Participant deferral / active EE | $3,965 | $5,948-33.3% | $5,198-23.7% | $5,851-32.2% |
| Admin fee / account holder | $18,559 | $17,112+8.5% | $13,956+33.0% | $11,601+60.0% |