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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 | $54,574 | $88,754-38.5% | $81,820-33.3% | $145,877-62.6% |
| Participation rate | 77.8% | 75.1%+2.7pp | 72.4%+5.4pp | 80.3%-2.5pp |
| Annual return | 18.61% | 1031.77%-1013.2pp | 777.93%-759.3pp | 551.28%-532.7pp |
| Employer contribution / active EE | $13,395 | $3,085+334.1% | $2,915+359.5% | $4,663+187.3% |
| Participant deferral / active EE | $9,983 | $4,648+114.8% | $4,323+130.9% | $6,691+49.2% |
| Admin fee / account holder | $366 | $8,424-95.7% | $7,391-95.0% | $13,402-97.3% |