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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 | $79,236 | $209,874-62.2% | $189,537-58.2% | $167,536-52.7% |
| Participation rate | 77.8% | 88.7%-10.9pp | 87.8%-10.0pp | 82.1%-4.3pp |
| Annual return | 19.50% | 748.61%-729.1pp | 555.34%-535.8pp | 478.82%-459.3pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $10,832 | $8,934+21.3% | $8,220+31.8% | $6,342+70.8% |
| Admin fee / account holder | $1,013 | $14,299-92.9% | $12,048-91.6% | $12,315-91.8% |