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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 | $18,103 | $105,158-82.8% | $94,672-80.9% | $139,487-87.0% |
| Participation rate | 94.4% | 82.4%+12.1pp | 80.8%+13.6pp | 80.3%+14.1pp |
| Annual return | 26.80% | 38.11%-11.3pp | 156.89%-130.1pp | 373.84%-347.0pp |
| Employer contribution / active EE | $2,687 | $4,107-34.6% | $3,673-26.8% | $4,755-43.5% |
| Participant deferral / active EE | $7,616 | $7,599+0.2% | $7,417+2.7% | $6,713+13.5% |
| Admin fee / account holder | $495 | $8,972-94.5% | $7,222-93.1% | $11,407-95.7% |