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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 | $112,849 | $202,342-44.2% | $172,753-34.7% | $152,909-26.2% |
| Participation rate | 78.9% | 87.1%-8.1pp | 82.6%-3.7pp | 82.5%-3.5pp |
| Annual return | 18.53% | 1029.88%-1011.3pp | 803.00%-784.5pp | 345.46%-326.9pp |
| Employer contribution / active EE | $5,535 | $5,857-5.5% | $5,144+7.6% | $4,764+16.2% |
| Participant deferral / active EE | $3,670 | $5,948-38.3% | $5,198-29.4% | $5,851-37.3% |
| Admin fee / account holder | $20,779 | $17,112+21.4% | $13,956+48.9% | $11,601+79.1% |