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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 | $75,510 | $183,988-59.0% | $162,177-53.4% | $152,897-50.6% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.6%+5.8pp | 82.5%+10.9pp |
| Annual return | 19.69% | 150.79%-131.1pp | 115.60%-95.9pp | 345.43%-325.7pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $10,987 | $8,032+36.8% | $7,297+50.6% | $5,851+87.8% |
| Admin fee / account holder | $1,979 | $13,123-84.9% | $10,843-81.8% | $11,599-82.9% |