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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 | $42,313 | $202,345-79.1% | $172,755-75.5% | $152,885-72.3% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 23.76% | 1029.77%-1006.0pp | 802.94%-779.2pp | 345.39%-321.6pp |
| Employer contribution / active EE | $6,520 | $5,858+11.3% | $5,144+26.7% | $4,763+36.9% |
| Participant deferral / active EE | $7,659 | $5,948+28.8% | $5,198+47.4% | $5,851+30.9% |
| Admin fee / account holder | $1,499 | $17,111-91.2% | $13,955-89.3% | $11,598-87.1% |