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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 | $94,779 | $202,345-53.2% | $172,755-45.1% | $152,885-38.0% |
| Participation rate | 78.6% | 87.1%-8.5pp | 82.6%-4.1pp | 82.5%-3.9pp |
| Annual return | 20.00% | 1029.77%-1009.8pp | 802.94%-782.9pp | 345.39%-325.4pp |
| Employer contribution / active EE | $5,883 | $5,858+0.4% | $5,144+14.4% | $4,763+23.5% |
| Participant deferral / active EE | $6,080 | $5,948+2.2% | $5,198+17.0% | $5,851+3.9% |
| Admin fee / account holder | $4,334 | $17,111-74.7% | $13,955-68.9% | $11,598-62.6% |