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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 | $38,722 | $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 | 25.73% | 1029.88%-1004.1pp | 803.00%-777.3pp | 345.46%-319.7pp |
| Employer contribution / active EE | $2,071 | $5,857-64.6% | $5,144-59.7% | $4,764-56.5% |
| Participant deferral / active EE | $3,842 | $5,948-35.4% | $5,198-26.1% | $5,851-34.3% |
| Admin fee / account holder | $2,598 | $17,112-84.8% | $13,956-81.4% | $11,601-77.6% |