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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 | $69,197 | $171,867-59.7% | $149,721-53.8% | $147,586-53.1% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 22.55% | 2113.36%-2090.8pp | 1501.67%-1479.1pp | 578.59%-556.0pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,444-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $9,675 | $7,270+33.1% | $6,568+47.3% | $5,439+77.9% |
| Admin fee / account holder | $508 | $13,799-96.3% | $11,282-95.5% | $10,886-95.3% |