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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 | $36,884 | $160,070-77.0% | $147,117-74.9% | $145,897-74.7% |
| Participation rate | 86.7% | 84.0%+2.6pp | 82.2%+4.5pp | 80.3%+6.4pp |
| Annual return | 16.76% | 98.69%-81.9pp | 420.54%-403.8pp | 552.29%-535.5pp |
| Employer contribution / active EE | $2,380 | $5,285-55.0% | $4,932-51.7% | $4,663-49.0% |
| Participant deferral / active EE | $4,267 | $8,419-49.3% | $8,065-47.1% | $6,689-36.2% |
| Admin fee / account holder | $366 | $15,035-97.6% | $12,993-97.2% | $13,390-97.3% |