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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 | $164,440 | $202,345-18.7% | $172,755-4.8% | $152,885+7.6% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 20.08% | 1029.77%-1009.7pp | 802.94%-782.9pp | 345.39%-325.3pp |
| Employer contribution / active EE | $1,808 | $5,858-69.1% | $5,144-64.9% | $4,763-62.0% |
| Participant deferral / active EE | $2,473 | $5,948-58.4% | $5,198-52.4% | $5,851-57.7% |
| Admin fee / account holder | $3,726 | $17,111-78.2% | $13,955-73.3% | $11,598-67.9% |