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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 | $41,273 | $202,342-79.6% | $172,753-76.1% | $152,909-73.0% |
| Participation rate | 78.3% | 87.1%-8.8pp | 82.6%-4.4pp | 82.5%-4.2pp |
| Annual return | 14.97% | 1029.88%-1014.9pp | 803.00%-788.0pp | 345.46%-330.5pp |
| Employer contribution / active EE | $2,301 | $5,857-60.7% | $5,144-55.3% | $4,764-51.7% |
| Participant deferral / active EE | $4,549 | $5,948-23.5% | $5,198-12.5% | $5,851-22.3% |
| Admin fee / account holder | $24,632 | $17,112+43.9% | $13,956+76.5% | $11,601+112.3% |