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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 | $52,198 | $202,342-74.2% | $172,753-69.8% | $152,909-65.9% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 16.70% | 1029.88%-1013.2pp | 803.00%-786.3pp | 345.46%-328.8pp |
| Employer contribution / active EE | $2,553 | $5,857-56.4% | $5,144-50.4% | $4,764-46.4% |
| Participant deferral / active EE | $5,960 | $5,948+0.2% | $5,198+14.7% | $5,851+1.9% |
| Admin fee / account holder | $580 | $17,112-96.6% | $13,956-95.8% | $11,601-95.0% |