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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 | $24,216 | $160,040-84.9% | $147,096-83.5% | $145,877-83.4% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.0pp |
| Annual return | 10.26% | 98.49%-88.2pp | 419.75%-409.5pp | 551.28%-541.0pp |
| Employer contribution / active EE | $2,778 | $5,289-47.5% | $4,936-43.7% | $4,663-40.4% |
| Participant deferral / active EE | $4,251 | $8,429-49.6% | $8,071-47.3% | $6,691-36.5% |
| Admin fee / account holder | $499 | $15,050-96.7% | $13,005-96.2% | $13,402-96.3% |