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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 | $38,559 | $202,345-80.9% | $172,755-77.7% | $152,885-74.8% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 20.93% | 1029.77%-1008.8pp | 802.94%-782.0pp | 345.39%-324.5pp |
| Employer contribution / active EE | $1,903 | $5,858-67.5% | $5,144-63.0% | $4,763-60.1% |
| Participant deferral / active EE | $6,355 | $5,948+6.8% | $5,198+22.3% | $5,851+8.6% |
| Admin fee / account holder | $361 | $17,111-97.9% | $13,955-97.4% | $11,598-96.9% |