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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 | $44,282 | $202,326-78.1% | $172,745-74.4% | $152,870-71.0% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 23.15% | 1029.72%-1006.6pp | 802.90%-779.7pp | 345.34%-322.2pp |
| Employer contribution / active EE | $7,779 | $5,858+32.8% | $5,144+51.2% | $4,763+63.3% |
| Participant deferral / active EE | $5,601 | $5,948-5.8% | $5,197+7.8% | $5,850-4.3% |
| Admin fee / account holder | $642 | $17,110-96.2% | $13,954-95.4% | $11,597-94.5% |