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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 | $68,507 | $202,342-66.1% | $172,752-60.3% | $152,897-55.2% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.5%+9.2pp |
| Annual return | 16.51% | 1029.83%-1013.3pp | 802.97%-786.5pp | 345.43%-328.9pp |
| Employer contribution / active EE | $5,049 | $5,858-13.8% | $5,144-1.9% | $4,764+6.0% |
| Participant deferral / active EE | $5,169 | $5,948-13.1% | $5,198-0.6% | $5,851-11.7% |
| Admin fee / account holder | $638 | $17,111-96.3% | $13,955-95.4% | $11,599-94.5% |