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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 | $175,406 | $202,342-13.3% | $172,752+1.5% | $152,897+14.7% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 21.85% | 1029.83%-1008.0pp | 802.97%-781.1pp | 345.43%-323.6pp |
| Employer contribution / active EE | $3,110 | $5,858-46.9% | $5,144-39.5% | $4,764-34.7% |
| Participant deferral / active EE | $6,688 | $5,948+12.4% | $5,198+28.7% | $5,851+14.3% |
| Admin fee / account holder | $2,289 | $17,111-86.6% | $13,955-83.6% | $11,599-80.3% |