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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 | $108,418 | $202,342-46.4% | $172,753-37.2% | $152,909-29.1% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.5%+7.5pp |
| Annual return | 20.16% | 1029.88%-1009.7pp | 803.00%-782.8pp | 345.46%-325.3pp |
| Employer contribution / active EE | $1,993 | $5,857-66.0% | $5,144-61.3% | $4,764-58.2% |
| Participant deferral / active EE | $4,818 | $5,948-19.0% | $5,198-7.3% | $5,851-17.7% |
| Admin fee / account holder | $3,175 | $17,112-81.4% | $13,956-77.2% | $11,601-72.6% |