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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 | $50,410 | $202,342-75.1% | $172,753-70.8% | $152,909-67.0% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.5%+5.0pp |
| Annual return | 20.13% | 1029.88%-1009.7pp | 803.00%-782.9pp | 345.46%-325.3pp |
| Employer contribution / active EE | $1,880 | $5,857-67.9% | $5,144-63.5% | $4,764-60.5% |
| Participant deferral / active EE | $4,641 | $5,948-22.0% | $5,198-10.7% | $5,851-20.7% |
| Admin fee / account holder | $1,390 | $17,112-91.9% | $13,956-90.0% | $11,601-88.0% |