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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 | $85,966 | $173,397-50.4% | $135,987-36.8% | $145,877-41.1% |
| Participation rate | 87.5% | 80.4%+7.1pp | 76.4%+11.1pp | 80.3%+7.2pp |
| Annual return | 21.01% | 1166.18%-1145.2pp | 580.01%-559.0pp | 551.28%-530.3pp |
| Employer contribution / active EE | $2,898 | $5,281-45.1% | $4,214-31.2% | $4,663-37.9% |
| Participant deferral / active EE | $16,218 | $8,710+86.2% | $7,027+130.8% | $6,691+142.4% |
| Admin fee / account holder | $352 | $9,663-96.4% | $6,716-94.8% | $13,402-97.4% |