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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 | $29,186 | $160,070-81.8% | $147,117-80.2% | $145,897-80.0% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+11.9pp | 80.3%+13.8pp |
| Annual return | 13.91% | 98.69%-84.8pp | 420.54%-406.6pp | 552.29%-538.4pp |
| Employer contribution / active EE | $2,201 | $5,285-58.4% | $4,932-55.4% | $4,663-52.8% |
| Participant deferral / active EE | $6,017 | $8,419-28.5% | $8,065-25.4% | $6,689-10.1% |
| Admin fee / account holder | $357 | $15,035-97.6% | $12,993-97.3% | $13,390-97.3% |