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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 | $114,334 | $209,888-45.5% | $189,545-39.7% | $167,553-31.8% |
| Participation rate | 76.9% | 88.7%-11.7pp | 87.8%-10.9pp | 82.1%-5.2pp |
| Annual return | 10.59% | 748.66%-738.1pp | 555.36%-544.8pp | 478.89%-468.3pp |
| Employer contribution / active EE | $1,603 | $6,915-76.8% | $6,162-74.0% | $4,840-66.9% |
| Participant deferral / active EE | $6,830 | $8,934-23.6% | $8,220-16.9% | $6,343+7.7% |
| Admin fee / account holder | $1,140 | $14,300-92.0% | $12,049-90.5% | $12,316-90.7% |