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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 | $87,539 | $202,342-56.7% | $172,752-49.3% | $152,897-42.7% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 26.79% | 1029.83%-1003.0pp | 802.97%-776.2pp | 345.43%-318.6pp |
| Employer contribution / active EE | $2,565 | $5,858-56.2% | $5,144-50.1% | $4,764-46.2% |
| Participant deferral / active EE | $5,855 | $5,948-1.6% | $5,198+12.6% | $5,851+0.1% |
| Admin fee / account holder | $573 | $17,111-96.7% | $13,955-95.9% | $11,599-95.1% |