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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 | $52,849 | $202,342-73.9% | $172,752-69.4% | $152,897-65.4% |
| Participation rate | 73.9% | 87.1%-13.1pp | 82.6%-8.7pp | 82.5%-8.5pp |
| Annual return | 18.14% | 1029.83%-1011.7pp | 802.97%-784.8pp | 345.43%-327.3pp |
| Employer contribution / active EE | $2,095 | $5,858-64.2% | $5,144-59.3% | $4,764-56.0% |
| Participant deferral / active EE | $4,107 | $5,948-31.0% | $5,198-21.0% | $5,851-29.8% |
| Admin fee / account holder | $7,145 | $17,111-58.2% | $13,955-48.8% | $11,599-38.4% |