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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 | $50,598 | $202,342-75.0% | $172,752-70.7% | $152,897-66.9% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.5%-11.0pp |
| Annual return | 23.61% | 1029.83%-1006.2pp | 802.97%-779.4pp | 345.43%-321.8pp |
| Employer contribution / active EE | $2,622 | $5,858-55.2% | $5,144-49.0% | $4,764-45.0% |
| Participant deferral / active EE | $5,381 | $5,948-9.5% | $5,198+3.5% | $5,851-8.0% |
| Admin fee / account holder | $1,757 | $17,111-89.7% | $13,955-87.4% | $11,599-84.9% |