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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 | $33,347 | $160,040-79.2% | $147,096-77.3% | $145,877-77.1% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 17.69% | 98.49%-80.8pp | 419.75%-402.1pp | 551.28%-533.6pp |
| Employer contribution / active EE | $2,877 | $5,289-45.6% | $4,936-41.7% | $4,663-38.3% |
| Participant deferral / active EE | $6,237 | $8,429-26.0% | $8,071-22.7% | $6,691-6.8% |
| Admin fee / account holder | $1,163 | $15,050-92.3% | $13,005-91.1% | $13,402-91.3% |