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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 | $92,992 | $97,732-4.9% | $83,831+10.9% | $135,380-31.3% |
| Participation rate | 92.9% | 80.0%+12.9pp | 76.1%+16.7pp | 82.6%+10.2pp |
| Annual return | 1.39% | 1287.56%-1286.2pp | 850.99%-849.6pp | 519.81%-518.4pp |
| Employer contribution / active EE | $10,714 | $4,222+153.8% | $3,631+195.1% | $4,779+124.2% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $432 | $6,675-93.5% | $5,479-92.1% | $10,828-96.0% |