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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 | $94,508 | $202,342-53.3% | $172,752-45.3% | $152,897-38.2% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.5%-11.0pp |
| Annual return | 24.96% | 1029.83%-1004.9pp | 802.97%-778.0pp | 345.43%-320.5pp |
| Employer contribution / active EE | $1,629 | $5,858-72.2% | $5,144-68.3% | $4,764-65.8% |
| Participant deferral / active EE | $6,203 | $5,948+4.3% | $5,198+19.3% | $5,851+6.0% |
| Admin fee / account holder | $683 | $17,111-96.0% | $13,955-95.1% | $11,599-94.1% |