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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 | $57,967 | $171,867-66.3% | $149,721-61.3% | $147,586-60.7% |
| Participation rate | 92.9% | 88.2%+4.7pp | 87.1%+5.8pp | 82.8%+10.0pp |
| Annual return | 16.45% | 2113.36%-2096.9pp | 1501.67%-1485.2pp | 578.59%-562.1pp |
| Employer contribution / active EE | $4,066 | $6,275-35.2% | $5,444-25.3% | $4,876-16.6% |
| Participant deferral / active EE | $5,131 | $7,270-29.4% | $6,568-21.9% | $5,439-5.7% |
| Admin fee / account holder | $910 | $13,799-93.4% | $11,282-91.9% | $10,886-91.6% |