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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 | $19,329 | $175,257-89.0% | $149,717-87.1% | $139,456-86.1% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 13.48% | 166.70%-153.2pp | 134.41%-120.9pp | 373.45%-360.0pp |
| Employer contribution / active EE | $1,873 | $5,477-65.8% | $4,820-61.1% | $4,753-60.6% |
| Participant deferral / active EE | $4,397 | $6,521-32.6% | $5,682-22.6% | $6,711-34.5% |
| Admin fee / account holder | $4,434 | $16,156-72.6% | $13,213-66.4% | $11,407-61.1% |