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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 | $21,979 | $106,008-79.3% | $92,240-76.2% | $147,586-85.1% |
| Participation rate | 88.9% | 80.4%+8.5pp | 76.5%+12.4pp | 82.8%+6.1pp |
| Annual return | 16.26% | 50.05%-33.8pp | 176.29%-160.0pp | 578.59%-562.3pp |
| Employer contribution / active EE | $4,788 | $4,333+10.5% | $3,680+30.1% | $4,876-1.8% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $414 | $6,333-93.5% | $5,194-92.0% | $10,886-96.2% |