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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 | $91,876 | $169,336-45.7% | $129,384-29.0% | $145,884-37.0% |
| Participation rate | 77.8% | 76.5%+1.3pp | 69.6%+8.1pp | 80.3%-2.5pp |
| Annual return | 22.45% | 14408.70%-14386.3pp | 9461.77%-9439.3pp | 551.85%-529.4pp |
| Employer contribution / active EE | $7,611 | $5,540+37.4% | $4,153+83.3% | $4,662+63.3% |
| Participant deferral / active EE | $0 | $4,985-100.0% | $4,166-100.0% | $6,690-100.0% |
| Admin fee / account holder | $804 | $9,912-91.9% | $7,686-89.5% | $13,392-94.0% |