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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 | $49,104 | $202,342-75.7% | $172,752-71.6% | $152,897-67.9% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.5%+5.0pp |
| Annual return | 28.33% | 1029.83%-1001.5pp | 802.97%-774.6pp | 345.43%-317.1pp |
| Employer contribution / active EE | $7,151 | $5,858+22.1% | $5,144+39.0% | $4,764+50.1% |
| Participant deferral / active EE | $5,715 | $5,948-3.9% | $5,198+10.0% | $5,851-2.3% |
| Admin fee / account holder | $693 | $17,111-96.0% | $13,955-95.0% | $11,599-94.0% |