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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 | $47,965 | $202,345-76.3% | $172,755-72.2% | $152,885-68.6% |
| Participation rate | 77.8% | 87.1%-9.3pp | 82.6%-4.9pp | 82.5%-4.7pp |
| Annual return | 20.63% | 1029.77%-1009.1pp | 802.94%-782.3pp | 345.39%-324.8pp |
| Employer contribution / active EE | $3,126 | $5,858-46.6% | $5,144-39.2% | $4,763-34.4% |
| Participant deferral / active EE | $10,039 | $5,948+68.8% | $5,198+93.1% | $5,851+71.6% |
| Admin fee / account holder | $15,749 | $17,111-8.0% | $13,955+12.9% | $11,598+35.8% |