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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 | $27,946 | $160,070-82.5% | $147,117-81.0% | $145,897-80.8% |
| Participation rate | 88.2% | 84.0%+4.2pp | 82.2%+6.1pp | 80.3%+7.9pp |
| Annual return | 18.87% | 98.69%-79.8pp | 420.54%-401.7pp | 552.29%-533.4pp |
| Employer contribution / active EE | $2,331 | $5,285-55.9% | $4,932-52.7% | $4,663-50.0% |
| Participant deferral / active EE | $3,455 | $8,419-59.0% | $8,065-57.2% | $6,689-48.4% |
| Admin fee / account holder | $3,508 | $15,035-76.7% | $12,993-73.0% | $13,390-73.8% |