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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 | $38,305 | $209,422-81.7% | $178,503-78.5% | $158,982-75.9% |
| Participation rate | 90.9% | 86.4%+4.6pp | 81.9%+9.0pp | 82.0%+8.9pp |
| Annual return | 12.84% | 188.81%-176.0pp | 151.12%-138.3pp | 302.99%-290.1pp |
| Employer contribution / active EE | $7,221 | $5,707+26.5% | $5,011+44.1% | $4,763+51.6% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $412 | $17,079-97.6% | $13,987-97.1% | $11,252-96.3% |