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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 | $154,569 | $202,345-23.6% | $172,755-10.5% | $152,885+1.1% |
| Participation rate | 92.9% | 87.1%+5.8pp | 82.6%+10.2pp | 82.5%+10.4pp |
| Annual return | 17.00% | 1029.77%-1012.8pp | 802.94%-785.9pp | 345.39%-328.4pp |
| Employer contribution / active EE | $4,600 | $5,858-21.5% | $5,144-10.6% | $4,763-3.4% |
| Participant deferral / active EE | $5,320 | $5,948-10.6% | $5,198+2.3% | $5,851-9.1% |
| Admin fee / account holder | $1,016 | $17,111-94.1% | $13,955-92.7% | $11,598-91.2% |