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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 | $61,462 | $171,867-64.2% | $149,721-58.9% | $147,586-58.4% |
| Participation rate | 91.7% | 88.2%+3.5pp | 87.1%+4.6pp | 82.8%+8.8pp |
| Annual return | 11.98% | 2113.36%-2101.4pp | 1501.67%-1489.7pp | 578.59%-566.6pp |
| Employer contribution / active EE | $1,821 | $6,275-71.0% | $5,444-66.6% | $4,876-62.7% |
| Participant deferral / active EE | $2,539 | $7,270-65.1% | $6,568-61.3% | $5,439-53.3% |
| Admin fee / account holder | $3,502 | $13,799-74.6% | $11,282-69.0% | $10,886-67.8% |