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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 | $71,212 | $199,109-64.2% | $173,730-59.0% | $154,746-54.0% |
| Participation rate | 91.7% | 82.8%+8.9pp | 79.6%+12.1pp | 80.7%+11.0pp |
| Annual return | 846.92% | 20.02%+826.9pp | 19.96%+827.0pp | 172.34%+674.6pp |
| Employer contribution / active EE | $7,248 | $5,311+36.5% | $4,577+58.3% | $4,379+65.5% |
| Participant deferral / active EE | $9,001 | $7,113+26.6% | $6,326+42.3% | $6,730+33.7% |
| Admin fee / account holder | $1,553 | $20,916-92.6% | $17,523-91.1% | $14,365-89.2% |