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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 | $50,397 | $202,345-75.1% | $172,755-70.8% | $152,885-67.0% |
| Participation rate | 70.0% | 87.1%-17.1pp | 82.6%-12.6pp | 82.5%-12.5pp |
| Annual return | 19.09% | 1029.77%-1010.7pp | 802.94%-783.9pp | 345.39%-326.3pp |
| Employer contribution / active EE | $5,916 | $5,858+1.0% | $5,144+15.0% | $4,763+24.2% |
| Participant deferral / active EE | $5,690 | $5,948-4.3% | $5,198+9.5% | $5,851-2.7% |
| Admin fee / account holder | $7,348 | $17,111-57.1% | $13,955-47.3% | $11,598-36.6% |