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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 | $63,302 | $202,345-68.7% | $172,755-63.4% | $152,885-58.6% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 19.20% | 1029.77%-1010.6pp | 802.94%-783.7pp | 345.39%-326.2pp |
| Employer contribution / active EE | $6,946 | $5,858+18.6% | $5,144+35.0% | $4,763+45.8% |
| Participant deferral / active EE | $4,407 | $5,948-25.9% | $5,198-15.2% | $5,851-24.7% |
| Admin fee / account holder | $959 | $17,111-94.4% | $13,955-93.1% | $11,598-91.7% |