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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 | $20,988 | $175,259-88.0% | $149,723-86.0% | $139,487-85.0% |
| Participation rate | 94.1% | 83.4%+10.7pp | 78.8%+15.3pp | 80.3%+13.8pp |
| Annual return | 16.10% | 166.82%-150.7pp | 134.50%-118.4pp | 373.84%-357.7pp |
| Employer contribution / active EE | $4,695 | $5,478-14.3% | $4,821-2.6% | $4,755-1.3% |
| Participant deferral / active EE | $2,506 | $6,522-61.6% | $5,682-55.9% | $6,713-62.7% |
| Admin fee / account holder | $481 | $16,158-97.0% | $13,215-96.4% | $11,407-95.8% |