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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 | $51,333 | $138,078-62.8% | $125,363-59.1% | $134,509-61.8% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+11.0pp | 81.2%+12.1pp |
| Annual return | 12.17% | 750.49%-738.3pp | 572.15%-560.0pp | 418.13%-406.0pp |
| Employer contribution / active EE | $3,272 | $5,245-37.6% | $4,815-32.0% | $4,741-31.0% |
| Participant deferral / active EE | $0 | $7,800-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $2,337 | $11,566-79.8% | $10,005-76.6% | $11,427-79.5% |