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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 | $100,419 | $202,342-50.4% | $172,752-41.9% | $152,897-34.3% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 32.91% | 1029.83%-996.9pp | 802.97%-770.1pp | 345.43%-312.5pp |
| Employer contribution / active EE | $4,036 | $5,858-31.1% | $5,144-21.5% | $4,764-15.3% |
| Participant deferral / active EE | $5,558 | $5,948-6.6% | $5,198+6.9% | $5,851-5.0% |
| Admin fee / account holder | $19,356 | $17,111+13.1% | $13,955+38.7% | $11,599+66.9% |