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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 | $53,293 | $100,060-46.7% | $149,721-64.4% | $70,126-24.0% |
| Participation rate | 87.1% | 83.6%+3.5pp | 87.1%0pp | 69.5%+17.6pp |
| Annual return | 24.34% | 27.46%-3.1pp | 1501.67%-1477.3pp | 73.15%-48.8pp |
| Employer contribution / active EE | $5,188 | $3,661+41.7% | $5,444-4.7% | $2,343+121.5% |
| Participant deferral / active EE | $10,663 | $4,982+114.0% | $6,568+62.3% | $3,332+220.0% |
| Admin fee / account holder | $417 | $8,285-95.0% | $11,282-96.3% | $4,645-91.0% |