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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 | $30,554 | $175,259-82.6% | $149,723-79.6% | $139,487-78.1% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 23.93% | 166.82%-142.9pp | 134.50%-110.6pp | 373.84%-349.9pp |
| Employer contribution / active EE | $2,218 | $5,478-59.5% | $4,821-54.0% | $4,755-53.4% |
| Participant deferral / active EE | $6,023 | $6,522-7.6% | $5,682+6.0% | $6,713-10.3% |
| Admin fee / account holder | $363 | $16,158-97.8% | $13,215-97.3% | $11,407-96.8% |