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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 | $65,756 | $202,342-67.5% | $172,753-61.9% | $152,909-57.0% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 17.18% | 1029.88%-1012.7pp | 803.00%-785.8pp | 345.46%-328.3pp |
| Employer contribution / active EE | $2,504 | $5,857-57.3% | $5,144-51.3% | $4,764-47.4% |
| Participant deferral / active EE | $2,407 | $5,948-59.5% | $5,198-53.7% | $5,851-58.9% |
| Admin fee / account holder | $549 | $17,112-96.8% | $13,956-96.1% | $11,601-95.3% |