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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 | $43,546 | $202,342-78.5% | $172,753-74.8% | $152,909-71.5% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.5%+7.5pp |
| Annual return | 14.57% | 1029.88%-1015.3pp | 803.00%-788.4pp | 345.46%-330.9pp |
| Employer contribution / active EE | $2,777 | $5,857-52.6% | $5,144-46.0% | $4,764-41.7% |
| Participant deferral / active EE | $5,636 | $5,948-5.3% | $5,198+8.4% | $5,851-3.7% |
| Admin fee / account holder | $13,058 | $17,112-23.7% | $13,956-6.4% | $11,601+12.6% |