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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 | $65,075 | $202,342-67.8% | $172,752-62.3% | $152,897-57.4% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 20.40% | 1029.83%-1009.4pp | 802.97%-782.6pp | 345.43%-325.0pp |
| Employer contribution / active EE | $3,006 | $5,858-48.7% | $5,144-41.6% | $4,764-36.9% |
| Participant deferral / active EE | $3,680 | $5,948-38.1% | $5,198-29.2% | $5,851-37.1% |
| Admin fee / account holder | $5,122 | $17,111-70.1% | $13,955-63.3% | $11,599-55.8% |