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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 | $57,189 | $99,011-42.2% | $86,582-33.9% | $147,586-61.3% |
| Participation rate | 87.0% | 76.3%+10.6pp | 73.5%+13.4pp | 82.8%+4.1pp |
| Annual return | 15.55% | 1312.75%-1297.2pp | 965.08%-949.5pp | 578.59%-563.0pp |
| Employer contribution / active EE | $624 | $3,132-80.1% | $2,839-78.0% | $4,876-87.2% |
| Participant deferral / active EE | $1,081 | $3,972-72.8% | $3,609-70.1% | $5,439-80.1% |
| Admin fee / account holder | $572 | $5,709-90.0% | $4,904-88.3% | $10,886-94.7% |