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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 | $14,920 | $138,102-89.2% | $125,381-88.1% | $134,532-88.9% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.5pp |
| Annual return | 60.73% | 750.73%-690.0pp | 572.31%-511.6pp | 418.27%-357.5pp |
| Employer contribution / active EE | $2,698 | $5,245-48.6% | $4,815-44.0% | $4,741-43.1% |
| Participant deferral / active EE | $8,227 | $7,801+5.5% | $7,448+10.5% | $6,401+28.5% |
| Admin fee / account holder | $493 | $11,568-95.7% | $10,007-95.1% | $11,429-95.7% |