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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 | $42,480 | $202,342-79.0% | $172,753-75.4% | $152,909-72.2% |
| Participation rate | 81.8% | 87.1%-5.2pp | 82.6%-0.8pp | 82.5%-0.6pp |
| Annual return | 21.10% | 1029.88%-1008.8pp | 803.00%-781.9pp | 345.46%-324.4pp |
| Employer contribution / active EE | $1,650 | $5,857-71.8% | $5,144-67.9% | $4,764-65.4% |
| Participant deferral / active EE | $3,681 | $5,948-38.1% | $5,198-29.2% | $5,851-37.1% |
| Admin fee / account holder | $1,013 | $17,112-94.1% | $13,956-92.7% | $11,601-91.3% |