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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 | $42,591 | $226,135-81.2% | $182,558-76.7% | $152,909-72.1% |
| Participation rate | 91.7% | 82.5%+9.2pp | 78.0%+13.7pp | 82.5%+9.2pp |
| Annual return | 12.07% | 192.60%-180.5pp | 148.59%-136.5pp | 345.46%-333.4pp |
| Employer contribution / active EE | $7,999 | $4,979+60.6% | $4,076+96.2% | $4,764+67.9% |
| Participant deferral / active EE | $0 | $6,371-100.0% | $5,526-100.0% | $5,851-100.0% |
| Admin fee / account holder | $309 | $10,707-97.1% | $8,594-96.4% | $11,601-97.3% |