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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 | $80,213 | $202,342-60.4% | $172,753-53.6% | $152,909-47.5% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 21.88% | 1029.88%-1008.0pp | 803.00%-781.1pp | 345.46%-323.6pp |
| Employer contribution / active EE | $1,795 | $5,857-69.4% | $5,144-65.1% | $4,764-62.3% |
| Participant deferral / active EE | $7,320 | $5,948+23.1% | $5,198+40.8% | $5,851+25.1% |
| Admin fee / account holder | $748 | $17,112-95.6% | $13,956-94.6% | $11,601-93.5% |