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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 | $60,550 | $202,342-70.1% | $172,752-65.0% | $152,897-60.4% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 23.26% | 1029.83%-1006.6pp | 802.97%-779.7pp | 345.43%-322.2pp |
| Employer contribution / active EE | $1,555 | $5,858-73.5% | $5,144-69.8% | $4,764-67.4% |
| Participant deferral / active EE | $3,843 | $5,948-35.4% | $5,198-26.1% | $5,851-34.3% |
| Admin fee / account holder | $1,470 | $17,111-91.4% | $13,955-89.5% | $11,599-87.3% |