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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 | $41,438 | $202,342-79.5% | $172,752-76.0% | $152,897-72.9% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.5%+5.0pp |
| Annual return | 33.31% | 1029.83%-996.5pp | 802.97%-769.7pp | 345.43%-312.1pp |
| Employer contribution / active EE | $5,177 | $5,858-11.6% | $5,144+0.6% | $4,764+8.7% |
| Participant deferral / active EE | $4,820 | $5,948-19.0% | $5,198-7.3% | $5,851-17.6% |
| Admin fee / account holder | $568 | $17,111-96.7% | $13,955-95.9% | $11,599-95.1% |