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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 | $53,337 | $202,342-73.6% | $172,753-69.1% | $152,909-65.1% |
| Participation rate | 81.8% | 87.1%-5.2pp | 82.6%-0.8pp | 82.5%-0.6pp |
| Annual return | 23.82% | 1029.88%-1006.1pp | 803.00%-779.2pp | 345.46%-321.6pp |
| Employer contribution / active EE | $3,258 | $5,857-44.4% | $5,144-36.7% | $4,764-31.6% |
| Participant deferral / active EE | $4,726 | $5,948-20.5% | $5,198-9.1% | $5,851-19.2% |
| Admin fee / account holder | $569 | $17,112-96.7% | $13,956-95.9% | $11,601-95.1% |