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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 | $28,674 | $176,120-83.7% | $159,487-82.0% | $167,553-82.9% |
| Participation rate | 95.5% | 85.0%+10.5pp | 82.8%+12.6pp | 82.1%+13.3pp |
| Annual return | 17.59% | 331.95%-314.4pp | 263.71%-246.1pp | 478.89%-461.3pp |
| Employer contribution / active EE | $1,777 | $5,299-66.5% | $4,831-63.2% | $4,840-63.3% |
| Participant deferral / active EE | $6,001 | $7,752-22.6% | $7,354-18.4% | $6,343-5.4% |
| Admin fee / account holder | $760 | $12,561-93.9% | $10,804-93.0% | $12,316-93.8% |