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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 | $65,860 | $202,342-67.5% | $172,752-61.9% | $152,897-56.9% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 21.50% | 1029.83%-1008.3pp | 802.97%-781.5pp | 345.43%-323.9pp |
| Employer contribution / active EE | $10,313 | $5,858+76.1% | $5,144+100.5% | $4,764+116.5% |
| Participant deferral / active EE | $6,173 | $5,948+3.8% | $5,198+18.8% | $5,851+5.5% |
| Admin fee / account holder | $413 | $17,111-97.6% | $13,955-97.0% | $11,599-96.4% |