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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 | $152,614 | $202,342-24.6% | $172,753-11.7% | $152,909-0.2% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.5%+6.4pp |
| Annual return | 21.55% | 1029.88%-1008.3pp | 803.00%-781.5pp | 345.46%-323.9pp |
| Employer contribution / active EE | $6,220 | $5,857+6.2% | $5,144+20.9% | $4,764+30.6% |
| Participant deferral / active EE | $2,922 | $5,948-50.9% | $5,198-43.8% | $5,851-50.1% |
| Admin fee / account holder | $583 | $17,112-96.6% | $13,956-95.8% | $11,601-95.0% |