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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 | $41,710 | $202,342-79.4% | $172,753-75.9% | $152,909-72.7% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 21.96% | 1029.88%-1007.9pp | 803.00%-781.0pp | 345.46%-323.5pp |
| Employer contribution / active EE | $5,095 | $5,857-13.0% | $5,144-0.9% | $4,764+7.0% |
| Participant deferral / active EE | $7,038 | $5,948+18.3% | $5,198+35.4% | $5,851+20.3% |
| Admin fee / account holder | $1,165 | $17,112-93.2% | $13,956-91.6% | $11,601-90.0% |