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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 | $58,736 | $202,342-71.0% | $172,752-66.0% | $152,897-61.6% |
| Participation rate | 95.2% | 87.1%+8.2pp | 82.6%+12.6pp | 82.5%+12.8pp |
| Annual return | 18.06% | 1029.83%-1011.8pp | 802.97%-784.9pp | 345.43%-327.4pp |
| Employer contribution / active EE | $1,460 | $5,858-75.1% | $5,144-71.6% | $4,764-69.4% |
| Participant deferral / active EE | $2,249 | $5,948-62.2% | $5,198-56.7% | $5,851-61.6% |
| Admin fee / account holder | $310 | $17,111-98.2% | $13,955-97.8% | $11,599-97.3% |