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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 | $38,678 | $289,211-86.6% | $260,467-85.2% | $198,609-80.5% |
| Participation rate | 92.9% | 83.1%+9.8pp | 80.5%+12.4pp | 82.4%+10.5pp |
| Annual return | 20.09% | 112.90%-92.8pp | 100.60%-80.5pp | 202.70%-182.6pp |
| Employer contribution / active EE | $3,604 | $4,663-22.7% | $4,239-15.0% | $5,055-28.7% |
| Participant deferral / active EE | $3,659 | $6,812-46.3% | $6,319-42.1% | $6,977-47.6% |
| Admin fee / account holder | $682 | $16,236-95.8% | $15,461-95.6% | $19,030-96.4% |