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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 | $123,420 | $202,342-39.0% | $172,752-28.6% | $152,897-19.3% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.5%+5.0pp |
| Annual return | 19.18% | 1029.83%-1010.6pp | 802.97%-783.8pp | 345.43%-326.3pp |
| Employer contribution / active EE | $7,264 | $5,858+24.0% | $5,144+41.2% | $4,764+52.5% |
| Participant deferral / active EE | $4,585 | $5,948-22.9% | $5,198-11.8% | $5,851-21.6% |
| Admin fee / account holder | $909 | $17,111-94.7% | $13,955-93.5% | $11,599-92.2% |