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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 | $23,712 | $160,028-85.2% | $147,080-83.9% | $145,884-83.7% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 12.56% | 98.60%-86.0pp | 420.17%-407.6pp | 551.85%-539.3pp |
| Employer contribution / active EE | $2,636 | $5,286-50.1% | $4,933-46.6% | $4,662-43.5% |
| Participant deferral / active EE | $3,824 | $8,422-54.6% | $8,066-52.6% | $6,690-42.8% |
| Admin fee / account holder | $3,364 | $15,030-77.6% | $12,989-74.1% | $13,392-74.9% |