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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 | $202,326-44.8% | $172,745-35.3% | $152,870-26.9% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 25.27% | 1029.72%-1004.5pp | 802.90%-777.6pp | 345.34%-320.1pp |
| Employer contribution / active EE | $7,477 | $5,858+27.6% | $5,144+45.3% | $4,763+57.0% |
| Participant deferral / active EE | $7,017 | $5,948+18.0% | $5,197+35.0% | $5,850+19.9% |
| Admin fee / account holder | $1,136 | $17,110-93.4% | $13,954-91.9% | $11,597-90.2% |