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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 | $92,604 | $150,447-38.4% | $136,298-32.1% | $147,586-37.3% |
| Participation rate | 93.3% | 84.4%+8.9pp | 81.9%+11.4pp | 82.8%+10.5pp |
| Annual return | 24.48% | 1049.15%-1024.7pp | 5156.27%-5131.8pp | 578.59%-554.1pp |
| Employer contribution / active EE | $931 | $5,256-82.3% | $4,696-80.2% | $4,876-80.9% |
| Participant deferral / active EE | $3,115 | $6,631-53.0% | $6,247-50.1% | $5,439-42.7% |
| Admin fee / account holder | $865 | $10,906-92.1% | $9,244-90.6% | $10,886-92.1% |