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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 | $91,651 | $202,342-54.7% | $172,752-46.9% | $152,897-40.1% |
| Participation rate | 81.8% | 87.1%-5.2pp | 82.6%-0.8pp | 82.5%-0.6pp |
| Annual return | 15.90% | 1029.83%-1013.9pp | 802.97%-787.1pp | 345.43%-329.5pp |
| Employer contribution / active EE | $2,381 | $5,858-59.4% | $5,144-53.7% | $4,764-50.0% |
| Participant deferral / active EE | $3,660 | $5,948-38.5% | $5,198-29.6% | $5,851-37.4% |
| Admin fee / account holder | $18,296 | $17,111+6.9% | $13,955+31.1% | $11,599+57.7% |