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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 | $129,701 | $202,342-35.9% | $172,753-24.9% | $152,909-15.2% |
| Participation rate | 86.7% | 87.1%-0.4pp | 82.6%+4.0pp | 82.5%+4.2pp |
| Annual return | 20.32% | 1029.88%-1009.6pp | 803.00%-782.7pp | 345.46%-325.1pp |
| Employer contribution / active EE | $9,019 | $5,857+54.0% | $5,144+75.3% | $4,764+89.3% |
| Participant deferral / active EE | $8,913 | $5,948+49.9% | $5,198+71.5% | $5,851+52.3% |
| Admin fee / account holder | $5,879 | $17,112-65.6% | $13,956-57.9% | $11,601-49.3% |