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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 | $62,426 | $202,342-69.1% | $172,753-63.9% | $152,909-59.2% |
| Participation rate | 77.8% | 87.1%-9.3pp | 82.6%-4.9pp | 82.5%-4.7pp |
| Annual return | 19.15% | 1029.88%-1010.7pp | 803.00%-783.9pp | 345.46%-326.3pp |
| Employer contribution / active EE | $1,591 | $5,857-72.8% | $5,144-69.1% | $4,764-66.6% |
| Participant deferral / active EE | $4,780 | $5,948-19.6% | $5,198-8.0% | $5,851-18.3% |
| Admin fee / account holder | $628 | $17,112-96.3% | $13,956-95.5% | $11,601-94.6% |