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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 | $53,648 | $202,342-73.5% | $172,752-68.9% | $152,897-64.9% |
| Participation rate | 70.0% | 87.1%-17.1pp | 82.6%-12.6pp | 82.5%-12.5pp |
| Annual return | 20.61% | 1029.83%-1009.2pp | 802.97%-782.4pp | 345.43%-324.8pp |
| Employer contribution / active EE | $1,749 | $5,858-70.1% | $5,144-66.0% | $4,764-63.3% |
| Participant deferral / active EE | $4,778 | $5,948-19.7% | $5,198-8.1% | $5,851-18.3% |
| Admin fee / account holder | $1,882 | $17,111-89.0% | $13,955-86.5% | $11,599-83.8% |