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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 | $119,373 | $202,342-41.0% | $172,753-30.9% | $152,909-21.9% |
| Participation rate | 70.0% | 87.1%-17.1pp | 82.6%-12.6pp | 82.5%-12.5pp |
| Annual return | 19.34% | 1029.88%-1010.5pp | 803.00%-783.7pp | 345.46%-326.1pp |
| Employer contribution / active EE | $2,547 | $5,857-56.5% | $5,144-50.5% | $4,764-46.5% |
| Participant deferral / active EE | $5,359 | $5,948-9.9% | $5,198+3.1% | $5,851-8.4% |
| Admin fee / account holder | $474 | $17,112-97.2% | $13,956-96.6% | $11,601-95.9% |