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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 | $138,777 | $202,342-31.4% | $172,752-19.7% | $152,897-9.2% |
| Participation rate | 86.4% | 87.1%-0.7pp | 82.6%+3.7pp | 82.5%+3.9pp |
| Annual return | 23.89% | 1029.83%-1005.9pp | 802.97%-779.1pp | 345.43%-321.5pp |
| Employer contribution / active EE | $4,293 | $5,858-26.7% | $5,144-16.5% | $4,764-9.9% |
| Participant deferral / active EE | $5,535 | $5,948-7.0% | $5,198+6.5% | $5,851-5.4% |
| Admin fee / account holder | $1,068 | $17,111-93.8% | $13,955-92.3% | $11,599-90.8% |