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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 | $19,118 | $107,363-82.2% | $92,909-79.4% | $152,897-87.5% |
| Participation rate | 90.0% | 79.8%+10.2pp | 76.0%+14.0pp | 82.5%+7.5pp |
| Annual return | 21.41% | 145.63%-124.2pp | 109.44%-88.0pp | 345.43%-324.0pp |
| Employer contribution / active EE | $4,228 | $4,222+0.1% | $3,653+15.7% | $4,764-11.3% |
| Participant deferral / active EE | $3,407 | $4,848-29.7% | $4,238-19.6% | $5,851-41.8% |
| Admin fee / account holder | $358 | $7,082-94.9% | $5,795-93.8% | $11,599-96.9% |