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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 | $71,021 | $217,432-67.3% | $185,849-61.8% | $167,536-57.6% |
| Participation rate | 93.8% | 86.1%+7.7pp | 81.7%+12.0pp | 82.1%+11.6pp |
| Annual return | 37.67% | 148.42%-110.7pp | 122.10%-84.4pp | 478.82%-441.1pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $8,196 | $6,357+28.9% | $5,569+47.2% | $6,342+29.2% |
| Admin fee / account holder | $1,150 | $19,818-94.2% | $16,244-92.9% | $12,315-90.7% |