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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 | $65,491 | $160,028-59.1% | $147,080-55.5% | $145,884-55.1% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 17.05% | 98.60%-81.5pp | 420.17%-403.1pp | 551.85%-534.8pp |
| Employer contribution / active EE | $1,979 | $5,286-62.6% | $4,933-59.9% | $4,662-57.6% |
| Participant deferral / active EE | $3,616 | $8,422-57.1% | $8,066-55.2% | $6,690-45.9% |
| Admin fee / account holder | $2,378 | $15,030-84.2% | $12,989-81.7% | $13,392-82.2% |