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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 | $61,277 | $90,607-32.4% | $79,467-22.9% | $135,380-54.7% |
| Participation rate | 93.8% | 76.0%+17.7pp | 73.3%+20.4pp | 82.6%+11.1pp |
| Annual return | 14.43% | 977.74%-963.3pp | 718.30%-703.9pp | 519.81%-505.4pp |
| Employer contribution / active EE | $3,614 | $3,068+17.8% | $2,800+29.1% | $4,779-24.4% |
| Participant deferral / active EE | $7,609 | $4,050+87.9% | $3,704+105.4% | $5,609+35.7% |
| Admin fee / account holder | $990 | $5,895-83.2% | $5,104-80.6% | $10,828-90.9% |