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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 | $100,126 | $202,342-50.5% | $172,753-42.0% | $152,909-34.5% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.5%+5.0pp |
| Annual return | 24.42% | 1029.88%-1005.5pp | 803.00%-778.6pp | 345.46%-321.0pp |
| Employer contribution / active EE | $2,099 | $5,857-64.2% | $5,144-59.2% | $4,764-55.9% |
| Participant deferral / active EE | $4,495 | $5,948-24.4% | $5,198-13.5% | $5,851-23.2% |
| Admin fee / account holder | $639 | $17,112-96.3% | $13,956-95.4% | $11,601-94.5% |