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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 | $58,335 | $202,342-71.2% | $172,752-66.2% | $152,897-61.8% |
| Participation rate | 70.0% | 87.1%-17.1pp | 82.6%-12.6pp | 82.5%-12.5pp |
| Annual return | 20.06% | 1029.83%-1009.8pp | 802.97%-782.9pp | 345.43%-325.4pp |
| Employer contribution / active EE | $4,467 | $5,858-23.7% | $5,144-13.2% | $4,764-6.2% |
| Participant deferral / active EE | $7,206 | $5,948+21.1% | $5,198+38.6% | $5,851+23.2% |
| Admin fee / account holder | $7,891 | $17,111-53.9% | $13,955-43.5% | $11,599-32.0% |