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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 | $174,143 | $202,342-13.9% | $172,752+0.8% | $152,897+13.9% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 26.29% | 1029.83%-1003.5pp | 802.97%-776.7pp | 345.43%-319.1pp |
| Employer contribution / active EE | $3,172 | $5,858-45.8% | $5,144-38.3% | $4,764-33.4% |
| Participant deferral / active EE | $9,113 | $5,948+53.2% | $5,198+75.3% | $5,851+55.7% |
| Admin fee / account holder | $560 | $17,111-96.7% | $13,955-96.0% | $11,599-95.2% |