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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 | $111,711 | $202,342-44.8% | $172,753-35.3% | $152,909-26.9% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 25.27% | 1029.88%-1004.6pp | 803.00%-777.7pp | 345.46%-320.2pp |
| Employer contribution / active EE | $7,477 | $5,857+27.6% | $5,144+45.3% | $4,764+56.9% |
| Participant deferral / active EE | $7,017 | $5,948+18.0% | $5,198+35.0% | $5,851+19.9% |
| Admin fee / account holder | $1,136 | $17,112-93.4% | $13,956-91.9% | $11,601-90.2% |