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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 | $49,897 | $144,130-65.4% | $117,860-57.7% | $147,585-66.2% |
| Participation rate | 90.0% | 83.4%+6.6pp | 79.7%+10.3pp | 82.8%+7.2pp |
| Annual return | 834.65% | 531.20%+303.5pp | 335.10%+499.6pp | 578.58%+256.1pp |
| Employer contribution / active EE | $1,446 | $4,897-70.5% | $3,786-61.8% | $4,876-70.3% |
| Participant deferral / active EE | $6,009 | $5,316+13.0% | $4,482+34.1% | $5,439+10.5% |
| Admin fee / account holder | $436 | $10,887-96.0% | $8,021-94.6% | $10,886-96.0% |