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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 | $41,283 | $202,342-79.6% | $172,752-76.1% | $152,897-73.0% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.5%-11.0pp |
| Annual return | 24.42% | 1029.83%-1005.4pp | 802.97%-778.6pp | 345.43%-321.0pp |
| Employer contribution / active EE | $1,713 | $5,858-70.8% | $5,144-66.7% | $4,764-64.0% |
| Participant deferral / active EE | $3,896 | $5,948-34.5% | $5,198-25.0% | $5,851-33.4% |
| Admin fee / account holder | $552 | $17,111-96.8% | $13,955-96.0% | $11,599-95.2% |