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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 | $72,036 | $124,175-42.0% | $108,405-33.5% | $167,536-57.0% |
| Participation rate | 90.9% | 82.3%+8.6pp | 80.1%+10.8pp | 82.1%+8.8pp |
| Annual return | 17.22% | 1380.13%-1362.9pp | 905.55%-888.3pp | 478.82%-461.6pp |
| Employer contribution / active EE | $1,336 | $4,188-68.1% | $3,559-62.5% | $4,839-72.4% |
| Participant deferral / active EE | $7,118 | $6,908+3.0% | $6,563+8.5% | $6,342+12.2% |
| Admin fee / account holder | $443 | $9,457-95.3% | $7,297-93.9% | $12,315-96.4% |