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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 | $37,917 | $202,342-81.3% | $172,752-78.1% | $152,897-75.2% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 20.73% | 1029.83%-1009.1pp | 802.97%-782.2pp | 345.43%-324.7pp |
| Employer contribution / active EE | $1,877 | $5,858-68.0% | $5,144-63.5% | $4,764-60.6% |
| Participant deferral / active EE | $2,197 | $5,948-63.1% | $5,198-57.7% | $5,851-62.4% |
| Admin fee / account holder | $2,014 | $17,111-88.2% | $13,955-85.6% | $11,599-82.6% |