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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 | $130,851 | $202,342-35.3% | $172,753-24.3% | $152,909-14.4% |
| Participation rate | 88.2% | 87.1%+1.2pp | 82.6%+5.6pp | 82.5%+5.8pp |
| Annual return | 14.26% | 1029.88%-1015.6pp | 803.00%-788.7pp | 345.46%-331.2pp |
| Employer contribution / active EE | $5,786 | $5,857-1.2% | $5,144+12.5% | $4,764+21.4% |
| Participant deferral / active EE | $4,114 | $5,948-30.8% | $5,198-20.8% | $5,851-29.7% |
| Admin fee / account holder | $599 | $17,112-96.5% | $13,956-95.7% | $11,601-94.8% |