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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 | $58,313 | $202,342-71.2% | $172,752-66.2% | $152,897-61.9% |
| Participation rate | 80.0% | 87.1%-7.1pp | 82.6%-2.6pp | 82.5%-2.5pp |
| Annual return | 18.11% | 1029.83%-1011.7pp | 802.97%-784.9pp | 345.43%-327.3pp |
| Employer contribution / active EE | $1,471 | $5,858-74.9% | $5,144-71.4% | $4,764-69.1% |
| Participant deferral / active EE | $8,363 | $5,948+40.6% | $5,198+60.9% | $5,851+42.9% |
| Admin fee / account holder | $57,113 | $17,111+233.8% | $13,955+309.3% | $11,599+392.4% |