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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 | $88,493 | $171,867-48.5% | $149,721-40.9% | $147,586-40.0% |
| Participation rate | 77.8% | 88.2%-10.4pp | 87.1%-9.3pp | 82.8%-5.1pp |
| Annual return | 25.79% | 2113.36%-2087.6pp | 1501.67%-1475.9pp | 578.59%-552.8pp |
| Employer contribution / active EE | $7,466 | $6,275+19.0% | $5,444+37.1% | $4,876+53.1% |
| Participant deferral / active EE | $8,304 | $7,270+14.2% | $6,568+26.4% | $5,439+52.7% |
| Admin fee / account holder | $901 | $13,799-93.5% | $11,282-92.0% | $10,886-91.7% |