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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 | $110,121 | $202,342-45.6% | $172,753-36.3% | $152,909-28.0% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.5%+5.0pp |
| Annual return | 24.39% | 1029.88%-1005.5pp | 803.00%-778.6pp | 345.46%-321.1pp |
| Employer contribution / active EE | $1,258 | $5,857-78.5% | $5,144-75.5% | $4,764-73.6% |
| Participant deferral / active EE | $2,859 | $5,948-51.9% | $5,198-45.0% | $5,851-51.1% |
| Admin fee / account holder | $857 | $17,112-95.0% | $13,956-93.9% | $11,601-92.6% |