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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 | $87,379 | $202,342-56.8% | $172,753-49.4% | $152,909-42.9% |
| Participation rate | 86.7% | 87.1%-0.4pp | 82.6%+4.0pp | 82.5%+4.2pp |
| Annual return | 15.19% | 1029.88%-1014.7pp | 803.00%-787.8pp | 345.46%-330.3pp |
| Employer contribution / active EE | $6,139 | $5,857+4.8% | $5,144+19.3% | $4,764+28.9% |
| Participant deferral / active EE | $7,672 | $5,948+29.0% | $5,198+47.6% | $5,851+31.1% |
| Admin fee / account holder | $1,589 | $17,112-90.7% | $13,956-88.6% | $11,601-86.3% |