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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 | $40,867 | $202,342-79.8% | $172,753-76.3% | $152,909-73.3% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.5%+5.0pp |
| Annual return | 25.83% | 1029.88%-1004.0pp | 803.00%-777.2pp | 345.46%-319.6pp |
| Employer contribution / active EE | $2,559 | $5,857-56.3% | $5,144-50.3% | $4,764-46.3% |
| Participant deferral / active EE | $5,940 | $5,948-0.1% | $5,198+14.3% | $5,851+1.5% |
| Admin fee / account holder | $549 | $17,112-96.8% | $13,956-96.1% | $11,601-95.3% |