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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 | $67,239 | $171,867-60.9% | $149,721-55.1% | $147,586-54.4% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 33.94% | 2113.36%-2079.4pp | 1501.67%-1467.7pp | 578.59%-544.7pp |
| Employer contribution / active EE | $7,089 | $6,275+13.0% | $5,444+30.2% | $4,876+45.4% |
| Participant deferral / active EE | $12,438 | $7,270+71.1% | $6,568+89.4% | $5,439+128.7% |
| Admin fee / account holder | $620 | $13,799-95.5% | $11,282-94.5% | $10,886-94.3% |