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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 | $78,976 | $202,345-61.0% | $172,755-54.3% | $152,885-48.3% |
| Participation rate | 72.7% | 87.1%-14.3pp | 82.6%-9.9pp | 82.5%-9.7pp |
| Annual return | 20.72% | 1029.77%-1009.1pp | 802.94%-782.2pp | 345.39%-324.7pp |
| Employer contribution / active EE | $6,395 | $5,858+9.2% | $5,144+24.3% | $4,763+34.3% |
| Participant deferral / active EE | $5,045 | $5,948-15.2% | $5,198-2.9% | $5,851-13.8% |
| Admin fee / account holder | $603 | $17,111-96.5% | $13,955-95.7% | $11,598-94.8% |