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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 | $62,152 | $202,342-69.3% | $172,752-64.0% | $152,897-59.4% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 23.31% | 1029.83%-1006.5pp | 802.97%-779.7pp | 345.43%-322.1pp |
| Employer contribution / active EE | $2,176 | $5,858-62.8% | $5,144-57.7% | $4,764-54.3% |
| Participant deferral / active EE | $7,600 | $5,948+27.8% | $5,198+46.2% | $5,851+29.9% |
| Admin fee / account holder | $1,522 | $17,111-91.1% | $13,955-89.1% | $11,599-86.9% |