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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 | $242,971 | $202,326+20.1% | $172,745+40.7% | $152,870+58.9% |
| Participation rate | 81.8% | 87.1%-5.2pp | 82.6%-0.8pp | 82.4%-0.6pp |
| Annual return | 22.72% | 1029.72%-1007.0pp | 802.90%-780.2pp | 345.34%-322.6pp |
| Employer contribution / active EE | $5,167 | $5,858-11.8% | $5,144+0.4% | $4,763+8.5% |
| Participant deferral / active EE | $4,173 | $5,948-29.8% | $5,197-19.7% | $5,850-28.7% |
| Admin fee / account holder | $486 | $17,110-97.2% | $13,954-96.5% | $11,597-95.8% |