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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 | $89,046 | $202,345-56.0% | $172,755-48.5% | $152,885-41.8% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 17.67% | 1029.77%-1012.1pp | 802.94%-785.3pp | 345.39%-327.7pp |
| Employer contribution / active EE | $1,326 | $5,858-77.4% | $5,144-74.2% | $4,763-72.2% |
| Participant deferral / active EE | $3,389 | $5,948-43.0% | $5,198-34.8% | $5,851-42.1% |
| Admin fee / account holder | $1,960 | $17,111-88.5% | $13,955-86.0% | $11,598-83.1% |