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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 | $42,766 | $202,342-78.9% | $172,752-75.2% | $152,897-72.0% |
| Participation rate | 78.3% | 87.1%-8.8pp | 82.6%-4.4pp | 82.5%-4.2pp |
| Annual return | 24.57% | 1029.83%-1005.3pp | 802.97%-778.4pp | 345.43%-320.9pp |
| Employer contribution / active EE | $3,748 | $5,858-36.0% | $5,144-27.1% | $4,764-21.3% |
| Participant deferral / active EE | $2,983 | $5,948-49.9% | $5,198-42.6% | $5,851-49.0% |
| Admin fee / account holder | $2,396 | $17,111-86.0% | $13,955-82.8% | $11,599-79.3% |