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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 | $29,431 | $149,040-80.3% | $120,225-75.5% | $137,256-78.6% |
| Participation rate | 83.3% | 75.4%+7.9pp | 69.6%+13.8pp | 80.0%+3.4pp |
| Annual return | 15.21% | 605.68%-590.5pp | 439.23%-424.0pp | 220.34%-205.1pp |
| Employer contribution / active EE | $2,542 | $4,350-41.6% | $3,475-26.9% | $4,156-38.8% |
| Participant deferral / active EE | $2,623 | $4,655-43.6% | $3,999-34.4% | $6,407-59.1% |
| Admin fee / account holder | $654 | $6,348-89.7% | $5,696-88.5% | $12,270-94.7% |