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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 | $22,001 | $175,259-87.4% | $149,723-85.3% | $139,487-84.2% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 17.25% | 166.82%-149.6pp | 134.50%-117.2pp | 373.84%-356.6pp |
| Employer contribution / active EE | $1,826 | $5,478-66.7% | $4,821-62.1% | $4,755-61.6% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $901 | $16,158-94.4% | $13,215-93.2% | $11,407-92.1% |