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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 | $64,178 | $202,342-68.3% | $172,752-62.8% | $152,897-58.0% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 35.99% | 1029.83%-993.8pp | 802.97%-767.0pp | 345.43%-309.4pp |
| Employer contribution / active EE | $4,786 | $5,858-18.3% | $5,144-7.0% | $4,764+0.5% |
| Participant deferral / active EE | $4,071 | $5,948-31.6% | $5,198-21.7% | $5,851-30.4% |
| Admin fee / account holder | $16,966 | $17,111-0.8% | $13,955+21.6% | $11,599+46.3% |