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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 | $111,004 | $202,342-45.1% | $172,753-35.7% | $152,909-27.4% |
| Participation rate | 81.3% | 87.1%-5.8pp | 82.6%-1.4pp | 82.5%-1.2pp |
| Annual return | 18.77% | 1029.88%-1011.1pp | 803.00%-784.2pp | 345.46%-326.7pp |
| Employer contribution / active EE | $2,631 | $5,857-55.1% | $5,144-48.9% | $4,764-44.8% |
| Participant deferral / active EE | $6,535 | $5,948+9.9% | $5,198+25.7% | $5,851+11.7% |
| Admin fee / account holder | $3,791 | $17,112-77.8% | $13,956-72.8% | $11,601-67.3% |