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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 | $84,249 | $202,342-58.4% | $172,753-51.2% | $152,909-44.9% |
| Participation rate | 93.8% | 87.1%+6.7pp | 82.6%+11.1pp | 82.5%+11.3pp |
| Annual return | 16.77% | 1029.88%-1013.1pp | 803.00%-786.2pp | 345.46%-328.7pp |
| Employer contribution / active EE | $1,351 | $5,857-76.9% | $5,144-73.7% | $4,764-71.6% |
| Participant deferral / active EE | $3,174 | $5,948-46.6% | $5,198-38.9% | $5,851-45.8% |
| Admin fee / account holder | $760 | $17,112-95.6% | $13,956-94.6% | $11,601-93.5% |