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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 | $38,521 | $202,342-81.0% | $172,752-77.7% | $152,897-74.8% |
| Participation rate | 70.6% | 87.1%-16.5pp | 82.6%-12.1pp | 82.5%-11.9pp |
| Annual return | 25.99% | 1029.83%-1003.8pp | 802.97%-777.0pp | 345.43%-319.4pp |
| Employer contribution / active EE | $1,598 | $5,858-72.7% | $5,144-68.9% | $4,764-66.4% |
| Participant deferral / active EE | $3,817 | $5,948-35.8% | $5,198-26.6% | $5,851-34.8% |
| Admin fee / account holder | $516 | $17,111-97.0% | $13,955-96.3% | $11,599-95.6% |