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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 | $72,683 | $202,342-64.1% | $172,752-57.9% | $152,897-52.5% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 16.56% | 1029.83%-1013.3pp | 802.97%-786.4pp | 345.43%-328.9pp |
| Employer contribution / active EE | $1,917 | $5,858-67.3% | $5,144-62.7% | $4,764-59.8% |
| Participant deferral / active EE | $4,741 | $5,948-20.3% | $5,198-8.8% | $5,851-19.0% |
| Admin fee / account holder | $746 | $17,111-95.6% | $13,955-94.7% | $11,599-93.6% |