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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 | $41,897 | $202,342-79.3% | $172,753-75.7% | $152,909-72.6% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 28.46% | 1029.88%-1001.4pp | 803.00%-774.5pp | 345.46%-317.0pp |
| Employer contribution / active EE | $1,998 | $5,857-65.9% | $5,144-61.2% | $4,764-58.1% |
| Participant deferral / active EE | $3,478 | $5,948-41.5% | $5,198-33.1% | $5,851-40.6% |
| Admin fee / account holder | $895 | $17,112-94.8% | $13,956-93.6% | $11,601-92.3% |