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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 | $44,341 | $198,461-77.7% | $170,436-74.0% | $147,585-70.0% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 21.00% | 257.30%-236.3pp | 205.94%-184.9pp | 578.57%-557.6pp |
| Employer contribution / active EE | $9,860 | $6,184+59.4% | $5,433+81.5% | $4,876+102.2% |
| Participant deferral / active EE | $5,066 | $5,629-10.0% | $4,939+2.6% | $5,439-6.9% |
| Admin fee / account holder | $467 | $16,852-97.2% | $13,880-96.6% | $10,885-95.7% |