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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 | $39,679 | $202,342-80.4% | $172,753-77.0% | $152,909-74.1% |
| Participation rate | 84.6% | 87.1%-2.4pp | 82.6%+2.0pp | 82.5%+2.2pp |
| Annual return | 27.52% | 1029.88%-1002.4pp | 803.00%-775.5pp | 345.46%-317.9pp |
| Employer contribution / active EE | $3,294 | $5,857-43.8% | $5,144-36.0% | $4,764-30.9% |
| Participant deferral / active EE | $4,915 | $5,948-17.4% | $5,198-5.4% | $5,851-16.0% |
| Admin fee / account holder | $1,314 | $17,112-92.3% | $13,956-90.6% | $11,601-88.7% |