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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 | $168,460 | $202,342-16.7% | $172,752-2.5% | $152,897+10.2% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 20.01% | 1029.83%-1009.8pp | 802.97%-783.0pp | 345.43%-325.4pp |
| Employer contribution / active EE | $4,236 | $5,858-27.7% | $5,144-17.6% | $4,764-11.1% |
| Participant deferral / active EE | $8,063 | $5,948+35.6% | $5,198+55.1% | $5,851+37.8% |
| Admin fee / account holder | $600 | $17,111-96.5% | $13,955-95.7% | $11,599-94.8% |