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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 | $140,783 | $202,345-30.4% | $172,755-18.5% | $152,885-7.9% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 25.15% | 1029.77%-1004.6pp | 802.94%-777.8pp | 345.39%-320.2pp |
| Employer contribution / active EE | $7,143 | $5,858+21.9% | $5,144+38.9% | $4,763+50.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $643 | $17,111-96.2% | $13,955-95.4% | $11,598-94.5% |