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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 | $123,631 | $202,342-38.9% | $172,753-28.4% | $152,909-19.1% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 16.26% | 1029.88%-1013.6pp | 803.00%-786.7pp | 345.46%-329.2pp |
| Employer contribution / active EE | $2,497 | $5,857-57.4% | $5,144-51.5% | $4,764-47.6% |
| Participant deferral / active EE | $5,800 | $5,948-2.5% | $5,198+11.6% | $5,851-0.9% |
| Admin fee / account holder | $5,566 | $17,112-67.5% | $13,956-60.1% | $11,601-52.0% |