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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 | $145,517 | $88,710+64.0% | $81,783+77.9% | $145,959-0.3% |
| Participation rate | 91.3% | 75.0%+16.3pp | 72.4%+18.9pp | 80.3%+11.0pp |
| Annual return | 14.34% | 1027.26%-1012.9pp | 775.05%-760.7pp | 561.95%-547.6pp |
| Employer contribution / active EE | $6,335 | $3,083+105.5% | $2,913+117.5% | $4,661+35.9% |
| Participant deferral / active EE | $4,869 | $4,645+4.8% | $4,320+12.7% | $6,689-27.2% |
| Admin fee / account holder | $2,483 | $8,407-70.5% | $7,380-66.4% | $13,398-81.5% |