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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 | $29,639 | $160,070-81.5% | $147,117-79.9% | $145,897-79.7% |
| Participation rate | 92.9% | 84.0%+8.8pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 11.88% | 98.69%-86.8pp | 420.54%-408.7pp | 552.29%-540.4pp |
| Employer contribution / active EE | $1,658 | $5,285-68.6% | $4,932-66.4% | $4,663-64.4% |
| Participant deferral / active EE | $3,148 | $8,419-62.6% | $8,065-61.0% | $6,689-52.9% |
| Admin fee / account holder | $1,737 | $15,035-88.4% | $12,993-86.6% | $13,390-87.0% |