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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 | $130,785 | $202,342-35.4% | $172,752-24.3% | $152,897-14.5% |
| Participation rate | 72.2% | 87.1%-14.8pp | 82.6%-10.4pp | 82.5%-10.2pp |
| Annual return | 20.78% | 1029.83%-1009.0pp | 802.97%-782.2pp | 345.43%-324.6pp |
| Employer contribution / active EE | $2,637 | $5,858-55.0% | $5,144-48.7% | $4,764-44.6% |
| Participant deferral / active EE | $4,572 | $5,948-23.1% | $5,198-12.0% | $5,851-21.9% |
| Admin fee / account holder | $1,881 | $17,111-89.0% | $13,955-86.5% | $11,599-83.8% |