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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 | $76,192 | $171,865-55.7% | $149,718-49.1% | $147,585-48.4% |
| Participation rate | 92.3% | 88.2%+4.1pp | 87.1%+5.2pp | 82.8%+9.5pp |
| Annual return | 13.16% | 2113.29%-2100.1pp | 1501.67%-1488.5pp | 578.56%-565.4pp |
| Employer contribution / active EE | $6,873 | $6,275+9.5% | $5,445+26.2% | $4,876+40.9% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,569-100.0% | $5,439-100.0% |
| Admin fee / account holder | $411 | $13,799-97.0% | $11,283-96.4% | $10,885-96.2% |