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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 | $58,714 | $202,342-71.0% | $172,752-66.0% | $152,897-61.6% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.5%+8.5pp |
| Annual return | 17.82% | 1029.83%-1012.0pp | 802.97%-785.2pp | 345.43%-327.6pp |
| Employer contribution / active EE | $2,880 | $5,858-50.8% | $5,144-44.0% | $4,764-39.5% |
| Participant deferral / active EE | $6,616 | $5,948+11.2% | $5,198+27.3% | $5,851+13.1% |
| Admin fee / account holder | $67,443 | $17,111+294.2% | $13,955+383.3% | $11,599+481.4% |