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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 | $60,743 | $124,175-51.1% | $108,405-44.0% | $167,536-63.7% |
| Participation rate | 90.9% | 82.3%+8.6pp | 80.1%+10.8pp | 82.1%+8.8pp |
| Annual return | 17.11% | 1380.13%-1363.0pp | 905.55%-888.4pp | 478.82%-461.7pp |
| Employer contribution / active EE | $9,051 | $4,188+116.1% | $3,559+154.3% | $4,839+87.0% |
| Participant deferral / active EE | $7,788 | $6,908+12.7% | $6,563+18.7% | $6,342+22.8% |
| Admin fee / account holder | $684 | $9,457-92.8% | $7,297-90.6% | $12,315-94.4% |