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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 | $82,550 | $202,342-59.2% | $172,753-52.2% | $152,909-46.0% |
| Participation rate | 81.8% | 87.1%-5.2pp | 82.6%-0.8pp | 82.5%-0.6pp |
| Annual return | 16.55% | 1029.88%-1013.3pp | 803.00%-786.4pp | 345.46%-328.9pp |
| Employer contribution / active EE | $3,516 | $5,857-40.0% | $5,144-31.6% | $4,764-26.2% |
| Participant deferral / active EE | $4,751 | $5,948-20.1% | $5,198-8.6% | $5,851-18.8% |
| Admin fee / account holder | $2,792 | $17,112-83.7% | $13,956-80.0% | $11,601-75.9% |