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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 | $34,464 | $202,342-83.0% | $172,753-80.1% | $152,909-77.5% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 24.64% | 1029.88%-1005.2pp | 803.00%-778.4pp | 345.46%-320.8pp |
| Employer contribution / active EE | $1,846 | $5,857-68.5% | $5,144-64.1% | $4,764-61.2% |
| Participant deferral / active EE | $7,309 | $5,948+22.9% | $5,198+40.6% | $5,851+24.9% |
| Admin fee / account holder | $979 | $17,112-94.3% | $13,956-93.0% | $11,601-91.6% |