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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 | $68,102 | $202,342-66.3% | $172,752-60.6% | $152,897-55.5% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 18.51% | 1029.83%-1011.3pp | 802.97%-784.5pp | 345.43%-326.9pp |
| Employer contribution / active EE | $4,145 | $5,858-29.2% | $5,144-19.4% | $4,764-13.0% |
| Participant deferral / active EE | $4,649 | $5,948-21.8% | $5,198-10.6% | $5,851-20.5% |
| Admin fee / account holder | $689 | $17,111-96.0% | $13,955-95.1% | $11,599-94.1% |