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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 | $49,048 | $202,342-75.8% | $172,753-71.6% | $152,909-67.9% |
| Participation rate | 73.3% | 87.1%-13.7pp | 82.6%-9.3pp | 82.5%-9.1pp |
| Annual return | 22.10% | 1029.88%-1007.8pp | 803.00%-780.9pp | 345.46%-323.4pp |
| Employer contribution / active EE | $1,698 | $5,857-71.0% | $5,144-67.0% | $4,764-64.4% |
| Participant deferral / active EE | $3,416 | $5,948-42.6% | $5,198-34.3% | $5,851-41.6% |
| Admin fee / account holder | $617 | $17,112-96.4% | $13,956-95.6% | $11,601-94.7% |