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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 | $89,147 | $202,345-55.9% | $172,755-48.4% | $152,885-41.7% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.5%+5.0pp |
| Annual return | 18.46% | 1029.77%-1011.3pp | 802.94%-784.5pp | 345.39%-326.9pp |
| Employer contribution / active EE | $2,367 | $5,858-59.6% | $5,144-54.0% | $4,763-50.3% |
| Participant deferral / active EE | $5,165 | $5,948-13.2% | $5,198-0.6% | $5,851-11.7% |
| Admin fee / account holder | $2,777 | $17,111-83.8% | $13,955-80.1% | $11,598-76.1% |