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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 | $165,061 | $180,459-8.5% | $154,108+7.1% | $135,380+21.9% |
| Participation rate | 89.5% | 87.4%+2.0pp | 83.0%+6.4pp | 82.6%+6.8pp |
| Annual return | 7.80% | 888.21%-880.4pp | 735.21%-727.4pp | 519.81%-512.0pp |
| Employer contribution / active EE | $14,370 | $6,035+138.1% | $5,298+171.3% | $4,779+200.7% |
| Participant deferral / active EE | $2,245 | $5,806-61.3% | $5,081-55.8% | $5,609-60.0% |
| Admin fee / account holder | $2,238 | $16,145-86.1% | $13,411-83.3% | $10,828-79.3% |