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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 | $34,499 | $202,342-83.0% | $172,753-80.0% | $152,909-77.4% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 21.22% | 1029.88%-1008.7pp | 803.00%-781.8pp | 345.46%-324.2pp |
| Employer contribution / active EE | $11,891 | $5,857+103.0% | $5,144+131.2% | $4,764+149.6% |
| Participant deferral / active EE | $7,526 | $5,948+26.5% | $5,198+44.8% | $5,851+28.6% |
| Admin fee / account holder | $1,519 | $17,112-91.1% | $13,956-89.1% | $11,601-86.9% |