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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 | $202,326-69.1% | $172,745-63.9% | $152,870-59.2% |
| Participation rate | 77.8% | 87.1%-9.3pp | 82.6%-4.9pp | 82.4%-4.7pp |
| Annual return | 19.15% | 1029.72%-1010.6pp | 802.90%-783.7pp | 345.34%-326.2pp |
| Employer contribution / active EE | $1,591 | $5,858-72.8% | $5,144-69.1% | $4,763-66.6% |
| Participant deferral / active EE | $4,780 | $5,948-19.6% | $5,197-8.0% | $5,850-18.3% |
| Admin fee / account holder | $628 | $17,110-96.3% | $13,954-95.5% | $11,597-94.6% |