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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 | $47,954 | $202,345-76.3% | $172,755-72.2% | $152,885-68.6% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 24.53% | 1029.77%-1005.2pp | 802.94%-778.4pp | 345.39%-320.9pp |
| Employer contribution / active EE | $1,322 | $5,858-77.4% | $5,144-74.3% | $4,763-72.2% |
| Participant deferral / active EE | $3,638 | $5,948-38.8% | $5,198-30.0% | $5,851-37.8% |
| Admin fee / account holder | $10,051 | $17,111-41.3% | $13,955-28.0% | $11,598-13.3% |