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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 | $39,864 | $202,342-80.3% | $172,752-76.9% | $152,897-73.9% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 22.24% | 1029.83%-1007.6pp | 802.97%-780.7pp | 345.43%-323.2pp |
| Employer contribution / active EE | $2,162 | $5,858-63.1% | $5,144-58.0% | $4,764-54.6% |
| Participant deferral / active EE | $3,231 | $5,948-45.7% | $5,198-37.8% | $5,851-44.8% |
| Admin fee / account holder | $2,689 | $17,111-84.3% | $13,955-80.7% | $11,599-76.8% |