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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 | $73,542 | $202,342-63.7% | $172,753-57.4% | $152,909-51.9% |
| Participation rate | 91.7% | 87.1%+4.6pp | 82.6%+9.0pp | 82.5%+9.2pp |
| Annual return | 22.63% | 1029.88%-1007.2pp | 803.00%-780.4pp | 345.46%-322.8pp |
| Employer contribution / active EE | $1,452 | $5,857-75.2% | $5,144-71.8% | $4,764-69.5% |
| Participant deferral / active EE | $3,500 | $5,948-41.2% | $5,198-32.7% | $5,851-40.2% |
| Admin fee / account holder | $964 | $17,112-94.4% | $13,956-93.1% | $11,601-91.7% |