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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 | $130,508 | $202,342-35.5% | $172,753-24.5% | $152,909-14.6% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 20.05% | 1029.88%-1009.8pp | 803.00%-783.0pp | 345.46%-325.4pp |
| Employer contribution / active EE | $4,840 | $5,857-17.4% | $5,144-5.9% | $4,764+1.6% |
| Participant deferral / active EE | $5,447 | $5,948-8.4% | $5,198+4.8% | $5,851-6.9% |
| Admin fee / account holder | $57,053 | $17,112+233.4% | $13,956+308.8% | $11,601+391.8% |