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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 | $56,259 | $202,342-72.2% | $172,752-67.4% | $152,897-63.2% |
| Participation rate | 81.3% | 87.1%-5.8pp | 82.6%-1.4pp | 82.5%-1.2pp |
| Annual return | 16.64% | 1029.83%-1013.2pp | 802.97%-786.3pp | 345.43%-328.8pp |
| Employer contribution / active EE | $6,486 | $5,858+10.7% | $5,144+26.1% | $4,764+36.2% |
| Participant deferral / active EE | $3,215 | $5,948-46.0% | $5,198-38.1% | $5,851-45.1% |
| Admin fee / account holder | $1,656 | $17,111-90.3% | $13,955-88.1% | $11,599-85.7% |