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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 | $54,193 | $202,342-73.2% | $172,752-68.6% | $152,897-64.6% |
| Participation rate | 81.0% | 87.1%-6.1pp | 82.6%-1.7pp | 82.5%-1.5pp |
| Annual return | 13.06% | 1029.83%-1016.8pp | 802.97%-789.9pp | 345.43%-332.4pp |
| Employer contribution / active EE | $1,974 | $5,858-66.3% | $5,144-61.6% | $4,764-58.6% |
| Participant deferral / active EE | $3,864 | $5,948-35.0% | $5,198-25.7% | $5,851-34.0% |
| Admin fee / account holder | $60,169 | $17,111+251.6% | $13,955+331.2% | $11,599+418.7% |