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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 | $75,965 | $88,778-14.4% | $81,844-7.2% | $145,884-47.9% |
| Participation rate | 90.9% | 75.1%+15.8pp | 72.4%+18.5pp | 80.3%+10.6pp |
| Annual return | 17.75% | 1033.03%-1015.3pp | 778.87%-761.1pp | 551.85%-534.1pp |
| Employer contribution / active EE | $2,737 | $3,087-11.3% | $2,916-6.1% | $4,662-41.3% |
| Participant deferral / active EE | $964 | $4,648-79.3% | $4,323-77.7% | $6,690-85.6% |
| Admin fee / account holder | $877 | $8,430-89.6% | $7,355-88.1% | $13,392-93.4% |