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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 | $32,465 | $202,342-84.0% | $172,752-81.2% | $152,897-78.8% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 22.90% | 1029.83%-1006.9pp | 802.97%-780.1pp | 345.43%-322.5pp |
| Employer contribution / active EE | $2,089 | $5,858-64.3% | $5,144-59.4% | $4,764-56.2% |
| Participant deferral / active EE | $6,954 | $5,948+16.9% | $5,198+33.8% | $5,851+18.9% |
| Admin fee / account holder | $3,110 | $17,111-81.8% | $13,955-77.7% | $11,599-73.2% |