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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 | $61,281 | $202,342-69.7% | $172,752-64.5% | $152,897-59.9% |
| Participation rate | 92.9% | 87.1%+5.8pp | 82.6%+10.2pp | 82.5%+10.4pp |
| Annual return | 25.86% | 1029.83%-1004.0pp | 802.97%-777.1pp | 345.43%-319.6pp |
| Employer contribution / active EE | $5,011 | $5,858-14.5% | $5,144-2.6% | $4,764+5.2% |
| Participant deferral / active EE | $5,397 | $5,948-9.3% | $5,198+3.8% | $5,851-7.8% |
| Admin fee / account holder | $782 | $17,111-95.4% | $13,955-94.4% | $11,599-93.3% |