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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 | $144,408 | $202,342-28.6% | $172,753-16.4% | $152,909-5.6% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 17.30% | 1029.88%-1012.6pp | 803.00%-785.7pp | 345.46%-328.2pp |
| Employer contribution / active EE | $1,919 | $5,857-67.2% | $5,144-62.7% | $4,764-59.7% |
| Participant deferral / active EE | $5,818 | $5,948-2.2% | $5,198+11.9% | $5,851-0.6% |
| Admin fee / account holder | $585 | $17,112-96.6% | $13,956-95.8% | $11,601-95.0% |