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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 | $137,777 | $202,342-31.9% | $172,752-20.2% | $152,897-9.9% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 19.35% | 1029.83%-1010.5pp | 802.97%-783.6pp | 345.43%-326.1pp |
| Employer contribution / active EE | $10,372 | $5,858+77.1% | $5,144+101.6% | $4,764+117.7% |
| Participant deferral / active EE | $7,191 | $5,948+20.9% | $5,198+38.3% | $5,851+22.9% |
| Admin fee / account holder | $1,856 | $17,111-89.2% | $13,955-86.7% | $11,599-84.0% |