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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 | $160,070-76.4% | $147,117-74.3% | $145,897-74.1% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 10.62% | 98.69%-88.1pp | 420.54%-409.9pp | 552.29%-541.7pp |
| Employer contribution / active EE | $2,291 | $5,285-56.7% | $4,932-53.6% | $4,663-50.9% |
| Participant deferral / active EE | $2,661 | $8,419-68.4% | $8,065-67.0% | $6,689-60.2% |
| Admin fee / account holder | $705 | $15,035-95.3% | $12,993-94.6% | $13,390-94.7% |