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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 | $59,646 | $175,259-66.0% | $149,723-60.2% | $139,487-57.2% |
| Participation rate | 92.9% | 83.4%+9.5pp | 78.8%+14.1pp | 80.3%+12.5pp |
| Annual return | 559.57% | 166.82%+392.7pp | 134.50%+425.1pp | 373.84%+185.7pp |
| Employer contribution / active EE | $7,945 | $5,478+45.0% | $4,821+64.8% | $4,755+67.1% |
| Participant deferral / active EE | $6,667 | $6,522+2.2% | $5,682+17.3% | $6,713-0.7% |
| Admin fee / account holder | $331 | $16,158-98.0% | $13,215-97.5% | $11,407-97.1% |