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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 | $64,616 | $202,342-68.1% | $172,753-62.6% | $152,909-57.7% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 18.68% | 1029.88%-1011.2pp | 803.00%-784.3pp | 345.46%-326.8pp |
| Employer contribution / active EE | $2,530 | $5,857-56.8% | $5,144-50.8% | $4,764-46.9% |
| Participant deferral / active EE | $6,186 | $5,948+4.0% | $5,198+19.0% | $5,851+5.7% |
| Admin fee / account holder | $9,716 | $17,112-43.2% | $13,956-30.4% | $11,601-16.2% |