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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 | $55,787 | $202,342-72.4% | $172,752-67.7% | $152,897-63.5% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 23.46% | 1029.83%-1006.4pp | 802.97%-779.5pp | 345.43%-322.0pp |
| Employer contribution / active EE | $1,932 | $5,858-67.0% | $5,144-62.4% | $4,764-59.4% |
| Participant deferral / active EE | $4,328 | $5,948-27.2% | $5,198-16.7% | $5,851-26.0% |
| Admin fee / account holder | $8,682 | $17,111-49.3% | $13,955-37.8% | $11,599-25.1% |