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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 | $121,757 | $202,342-39.8% | $172,752-29.5% | $152,897-20.4% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.5%+5.0pp |
| Annual return | 23.12% | 1029.83%-1006.7pp | 802.97%-779.9pp | 345.43%-322.3pp |
| Employer contribution / active EE | $1,280 | $5,858-78.1% | $5,144-75.1% | $4,764-73.1% |
| Participant deferral / active EE | $6,918 | $5,948+16.3% | $5,198+33.1% | $5,851+18.2% |
| Admin fee / account holder | $604 | $17,111-96.5% | $13,955-95.7% | $11,599-94.8% |