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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 | $74,141 | $88,815-16.5% | $81,882-9.5% | $145,897-49.2% |
| Participation rate | 92.9% | 75.1%+17.8pp | 72.4%+20.5pp | 80.3%+12.6pp |
| Annual return | 21.13% | 1033.75%-1012.6pp | 779.47%-758.3pp | 552.29%-531.2pp |
| Employer contribution / active EE | $7,166 | $3,086+132.2% | $2,916+145.8% | $4,663+53.7% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $347 | $8,434-95.9% | $7,360-95.3% | $13,390-97.4% |