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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 | $112,967 | $202,342-44.2% | $172,752-34.6% | $152,897-26.1% |
| Participation rate | 76.5% | 87.1%-10.6pp | 82.6%-6.2pp | 82.5%-6.0pp |
| Annual return | 18.75% | 1029.83%-1011.1pp | 802.97%-784.2pp | 345.43%-326.7pp |
| Employer contribution / active EE | $4,312 | $5,858-26.4% | $5,144-16.2% | $4,764-9.5% |
| Participant deferral / active EE | $8,837 | $5,948+48.6% | $5,198+70.0% | $5,851+51.0% |
| Admin fee / account holder | $2,222 | $17,111-87.0% | $13,955-84.1% | $11,599-80.8% |