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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 | $65,265 | $156,970-58.4% | $121,210-46.2% | $139,487-53.2% |
| Participation rate | 88.9% | 76.5%+12.4pp | 69.5%+19.3pp | 80.3%+8.6pp |
| Annual return | 16.24% | 1477.10%-1460.9pp | 987.41%-971.2pp | 373.84%-357.6pp |
| Employer contribution / active EE | $966 | $5,546-82.6% | $4,171-76.8% | $4,755-79.7% |
| Participant deferral / active EE | $1,389 | $4,849-71.3% | $4,084-66.0% | $6,713-79.3% |
| Admin fee / account holder | $380 | $6,947-94.5% | $5,647-93.3% | $11,407-96.7% |