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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 | $112,887 | $202,342-44.2% | $172,752-34.7% | $152,897-26.2% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 15.90% | 1029.83%-1013.9pp | 802.97%-787.1pp | 345.43%-329.5pp |
| Employer contribution / active EE | $5,341 | $5,858-8.8% | $5,144+3.8% | $4,764+12.1% |
| Participant deferral / active EE | $14,221 | $5,948+139.1% | $5,198+173.6% | $5,851+143.1% |
| Admin fee / account holder | $1,315 | $17,111-92.3% | $13,955-90.6% | $11,599-88.7% |