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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 | $56,403 | $150,447-62.5% | $136,298-58.6% | $147,586-61.8% |
| Participation rate | 87.5% | 84.4%+3.1pp | 81.9%+5.6pp | 82.8%+4.7pp |
| Annual return | 20.45% | 1049.15%-1028.7pp | 5156.27%-5135.8pp | 578.59%-558.1pp |
| Employer contribution / active EE | $17,657 | $5,256+235.9% | $4,696+276.0% | $4,876+262.1% |
| Participant deferral / active EE | $9,711 | $6,631+46.5% | $6,247+55.4% | $5,439+78.5% |
| Admin fee / account holder | $465 | $10,906-95.7% | $9,244-95.0% | $10,886-95.7% |