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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 | $55,853 | $202,342-72.4% | $172,753-67.7% | $152,909-63.5% |
| Participation rate | 70.0% | 87.1%-17.1pp | 82.6%-12.6pp | 82.5%-12.5pp |
| Annual return | 19.35% | 1029.88%-1010.5pp | 803.00%-783.6pp | 345.46%-326.1pp |
| Employer contribution / active EE | $2,523 | $5,857-56.9% | $5,144-50.9% | $4,764-47.0% |
| Participant deferral / active EE | $5,810 | $5,948-2.3% | $5,198+11.8% | $5,851-0.7% |
| Admin fee / account holder | $2,036 | $17,112-88.1% | $13,956-85.4% | $11,601-82.4% |