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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 | $38,614 | $202,342-80.9% | $172,753-77.6% | $152,909-74.7% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.5%+5.0pp |
| Annual return | 21.86% | 1029.88%-1008.0pp | 803.00%-781.1pp | 345.46%-323.6pp |
| Employer contribution / active EE | $2,067 | $5,857-64.7% | $5,144-59.8% | $4,764-56.6% |
| Participant deferral / active EE | $5,664 | $5,948-4.8% | $5,198+9.0% | $5,851-3.2% |
| Admin fee / account holder | $1,193 | $17,112-93.0% | $13,956-91.4% | $11,601-89.7% |