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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 | $37,761 | $160,040-76.4% | $147,096-74.3% | $145,877-74.1% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 10.62% | 98.49%-87.9pp | 419.75%-409.1pp | 551.28%-540.7pp |
| Employer contribution / active EE | $2,291 | $5,289-56.7% | $4,936-53.6% | $4,663-50.9% |
| Participant deferral / active EE | $2,661 | $8,429-68.4% | $8,071-67.0% | $6,691-60.2% |
| Admin fee / account holder | $705 | $15,050-95.3% | $13,005-94.6% | $13,402-94.7% |