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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 | $34,307 | $160,040-78.6% | $147,096-76.7% | $145,877-76.5% |
| Participation rate | 95.7% | 84.0%+11.6pp | 82.2%+13.5pp | 80.3%+15.3pp |
| Annual return | 14.56% | 98.49%-83.9pp | 419.75%-405.2pp | 551.28%-536.7pp |
| Employer contribution / active EE | $2,245 | $5,289-57.5% | $4,936-54.5% | $4,663-51.8% |
| Participant deferral / active EE | $5,304 | $8,429-37.1% | $8,071-34.3% | $6,691-20.7% |
| Admin fee / account holder | $318 | $15,050-97.9% | $13,005-97.6% | $13,402-97.6% |