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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 | $72,844 | $202,342-64.0% | $172,753-57.8% | $152,909-52.4% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 19.65% | 1029.88%-1010.2pp | 803.00%-783.3pp | 345.46%-325.8pp |
| Employer contribution / active EE | $5,800 | $5,857-1.0% | $5,144+12.8% | $4,764+21.7% |
| Participant deferral / active EE | $3,137 | $5,948-47.3% | $5,198-39.6% | $5,851-46.4% |
| Admin fee / account holder | $391 | $17,112-97.7% | $13,956-97.2% | $11,601-96.6% |