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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 | $54,840 | $202,342-72.9% | $172,753-68.3% | $152,909-64.1% |
| Participation rate | 76.9% | 87.1%-10.1pp | 82.6%-5.7pp | 82.5%-5.5pp |
| Annual return | 19.25% | 1029.88%-1010.6pp | 803.00%-783.8pp | 345.46%-326.2pp |
| Employer contribution / active EE | $4,092 | $5,857-30.1% | $5,144-20.4% | $4,764-14.1% |
| Participant deferral / active EE | $2,294 | $5,948-61.4% | $5,198-55.9% | $5,851-60.8% |
| Admin fee / account holder | $5,272 | $17,112-69.2% | $13,956-62.2% | $11,601-54.6% |