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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 | $74,756 | $202,345-63.1% | $172,755-56.7% | $152,885-51.1% |
| Participation rate | 77.8% | 87.1%-9.3pp | 82.6%-4.9pp | 82.5%-4.7pp |
| Annual return | 31.77% | 1029.77%-998.0pp | 802.94%-771.2pp | 345.39%-313.6pp |
| Employer contribution / active EE | $5,331 | $5,858-9.0% | $5,144+3.6% | $4,763+11.9% |
| Participant deferral / active EE | $5,172 | $5,948-13.1% | $5,198-0.5% | $5,851-11.6% |
| Admin fee / account holder | $1,082 | $17,111-93.7% | $13,955-92.2% | $11,598-90.7% |