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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 | $70,701 | $202,342-65.1% | $172,753-59.1% | $152,909-53.8% |
| Participation rate | 86.4% | 87.1%-0.7pp | 82.6%+3.7pp | 82.5%+3.9pp |
| Annual return | 21.27% | 1029.88%-1008.6pp | 803.00%-781.7pp | 345.46%-324.2pp |
| Employer contribution / active EE | $14,234 | $5,857+143.0% | $5,144+176.7% | $4,764+198.8% |
| Participant deferral / active EE | $5,372 | $5,948-9.7% | $5,198+3.4% | $5,851-8.2% |
| Admin fee / account holder | $5,367 | $17,112-68.6% | $13,956-61.5% | $11,601-53.7% |