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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 | $99,464 | $202,342-50.8% | $172,753-42.4% | $152,909-35.0% |
| Participation rate | 81.3% | 87.1%-5.8pp | 82.6%-1.4pp | 82.5%-1.2pp |
| Annual return | 25.81% | 1029.88%-1004.1pp | 803.00%-777.2pp | 345.46%-319.7pp |
| Employer contribution / active EE | $8,511 | $5,857+45.3% | $5,144+65.5% | $4,764+78.7% |
| Participant deferral / active EE | $11,329 | $5,948+90.5% | $5,198+118.0% | $5,851+93.6% |
| Admin fee / account holder | $960 | $17,112-94.4% | $13,956-93.1% | $11,601-91.7% |