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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 | $91,876 | $202,342-54.6% | $172,753-46.8% | $152,909-39.9% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.5%+9.2pp |
| Annual return | 22.73% | 1029.88%-1007.1pp | 803.00%-780.3pp | 345.46%-322.7pp |
| Employer contribution / active EE | $1,827 | $5,857-68.8% | $5,144-64.5% | $4,764-61.6% |
| Participant deferral / active EE | $6,905 | $5,948+16.1% | $5,198+32.8% | $5,851+18.0% |
| Admin fee / account holder | $39,964 | $17,112+133.5% | $13,956+186.4% | $11,601+244.5% |