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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 | $38,369 | $202,345-81.0% | $172,755-77.8% | $152,885-74.9% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 20.94% | 1029.77%-1008.8pp | 802.94%-782.0pp | 345.39%-324.5pp |
| Employer contribution / active EE | $3,875 | $5,858-33.9% | $5,144-24.7% | $4,763-18.7% |
| Participant deferral / active EE | $5,826 | $5,948-2.1% | $5,198+12.1% | $5,851-0.4% |
| Admin fee / account holder | $649 | $17,111-96.2% | $13,955-95.4% | $11,598-94.4% |