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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 | $55,531 | $202,342-72.6% | $172,753-67.9% | $152,909-63.7% |
| Participation rate | 76.9% | 87.1%-10.1pp | 82.6%-5.7pp | 82.5%-5.5pp |
| Annual return | 19.45% | 1029.88%-1010.4pp | 803.00%-783.6pp | 345.46%-326.0pp |
| Employer contribution / active EE | $7,920 | $5,857+35.2% | $5,144+54.0% | $4,764+66.2% |
| Participant deferral / active EE | $3,494 | $5,948-41.3% | $5,198-32.8% | $5,851-40.3% |
| Admin fee / account holder | $687 | $17,112-96.0% | $13,956-95.1% | $11,601-94.1% |