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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 | $117,227 | $202,342-42.1% | $172,752-32.1% | $152,897-23.3% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 25.47% | 1029.83%-1004.4pp | 802.97%-777.5pp | 345.43%-320.0pp |
| Employer contribution / active EE | $6,870 | $5,858+17.3% | $5,144+33.6% | $4,764+44.2% |
| Participant deferral / active EE | $6,400 | $5,948+7.6% | $5,198+23.1% | $5,851+9.4% |
| Admin fee / account holder | $3,449 | $17,111-79.8% | $13,955-75.3% | $11,599-70.3% |