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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 | $39,296 | $160,040-75.4% | $147,096-73.3% | $145,877-73.1% |
| Participation rate | 92.9% | 84.0%+8.8pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 13.03% | 98.49%-85.5pp | 419.75%-406.7pp | 551.28%-538.3pp |
| Employer contribution / active EE | $1,228 | $5,289-76.8% | $4,936-75.1% | $4,663-73.7% |
| Participant deferral / active EE | $7,815 | $8,429-7.3% | $8,071-3.2% | $6,691+16.8% |
| Admin fee / account holder | $358 | $15,050-97.6% | $13,005-97.2% | $13,402-97.3% |