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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 | $22,231 | $160,028-86.1% | $147,080-84.9% | $145,884-84.8% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 13.24% | 98.60%-85.4pp | 420.17%-406.9pp | 551.85%-538.6pp |
| Employer contribution / active EE | $1,518 | $5,286-71.3% | $4,933-69.2% | $4,662-67.4% |
| Participant deferral / active EE | $4,127 | $8,422-51.0% | $8,066-48.8% | $6,690-38.3% |
| Admin fee / account holder | $921 | $15,030-93.9% | $12,989-92.9% | $13,392-93.1% |