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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 | $121,718 | $202,342-39.8% | $172,752-29.5% | $152,897-20.4% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 22.55% | 1029.83%-1007.3pp | 802.97%-780.4pp | 345.43%-322.9pp |
| Employer contribution / active EE | $2,067 | $5,858-64.7% | $5,144-59.8% | $4,764-56.6% |
| Participant deferral / active EE | $3,534 | $5,948-40.6% | $5,198-32.0% | $5,851-39.6% |
| Admin fee / account holder | $522 | $17,111-96.9% | $13,955-96.3% | $11,599-95.5% |