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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 | $132,274 | $171,867-23.0% | $149,721-11.7% | $147,586-10.4% |
| Participation rate | 95.0% | 88.2%+6.8pp | 87.1%+7.9pp | 82.8%+12.2pp |
| Annual return | 9.43% | 2113.36%-2103.9pp | 1501.67%-1492.2pp | 578.59%-569.2pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,976 | $7,270-4.0% | $6,568+6.2% | $5,439+28.3% |
| Admin fee / account holder | $403 | $13,799-97.1% | $11,282-96.4% | $10,886-96.3% |