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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 | $160,040-81.5% | $147,096-79.9% | $145,877-79.7% |
| Participation rate | 92.9% | 84.0%+8.8pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 11.88% | 98.49%-86.6pp | 419.75%-407.9pp | 551.28%-539.4pp |
| Employer contribution / active EE | $1,658 | $5,289-68.7% | $4,936-66.4% | $4,663-64.4% |
| Participant deferral / active EE | $3,148 | $8,429-62.7% | $8,071-61.0% | $6,691-53.0% |
| Admin fee / account holder | $1,737 | $15,050-88.5% | $13,005-86.6% | $13,402-87.0% |