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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 | $36,234 | $202,342-82.1% | $172,753-79.0% | $152,909-76.3% |
| Participation rate | 94.7% | 87.1%+7.7pp | 82.6%+12.1pp | 82.5%+12.3pp |
| Annual return | 25.95% | 1029.88%-1003.9pp | 803.00%-777.1pp | 345.46%-319.5pp |
| Employer contribution / active EE | $6,047 | $5,857+3.2% | $5,144+17.6% | $4,764+26.9% |
| Participant deferral / active EE | $3,476 | $5,948-41.6% | $5,198-33.1% | $5,851-40.6% |
| Admin fee / account holder | $3,524 | $17,112-79.4% | $13,956-74.7% | $11,601-69.6% |