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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 | $71,382 | $202,342-64.7% | $172,752-58.7% | $152,897-53.3% |
| Participation rate | 87.0% | 87.1%-0.1pp | 82.6%+4.3pp | 82.5%+4.5pp |
| Annual return | 19.15% | 1029.83%-1010.7pp | 802.97%-783.8pp | 345.43%-326.3pp |
| Employer contribution / active EE | $2,472 | $5,858-57.8% | $5,144-51.9% | $4,764-48.1% |
| Participant deferral / active EE | $3,675 | $5,948-38.2% | $5,198-29.3% | $5,851-37.2% |
| Admin fee / account holder | $10,890 | $17,111-36.4% | $13,955-22.0% | $11,599-6.1% |