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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 | $116,960 | $202,342-42.2% | $172,752-32.3% | $152,897-23.5% |
| Participation rate | 76.9% | 87.1%-10.1pp | 82.6%-5.7pp | 82.5%-5.5pp |
| Annual return | 16.90% | 1029.83%-1012.9pp | 802.97%-786.1pp | 345.43%-328.5pp |
| Employer contribution / active EE | $2,439 | $5,858-58.4% | $5,144-52.6% | $4,764-48.8% |
| Participant deferral / active EE | $2,749 | $5,948-53.8% | $5,198-47.1% | $5,851-53.0% |
| Admin fee / account holder | $1,888 | $17,111-89.0% | $13,955-86.5% | $11,599-83.7% |