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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 | $119,573 | $202,342-40.9% | $172,753-30.8% | $152,909-21.8% |
| Participation rate | 81.3% | 87.1%-5.8pp | 82.6%-1.4pp | 82.5%-1.2pp |
| Annual return | 22.07% | 1029.88%-1007.8pp | 803.00%-780.9pp | 345.46%-323.4pp |
| Employer contribution / active EE | $3,380 | $5,857-42.3% | $5,144-34.3% | $4,764-29.0% |
| Participant deferral / active EE | $7,199 | $5,948+21.0% | $5,198+38.5% | $5,851+23.0% |
| Admin fee / account holder | $24,041 | $17,112+40.5% | $13,956+72.3% | $11,601+107.2% |