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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 | $18,800 | $160,028-88.3% | $147,080-87.2% | $145,884-87.1% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 18.63% | 98.60%-80.0pp | 420.17%-401.5pp | 551.85%-533.2pp |
| Employer contribution / active EE | $3,023 | $5,286-42.8% | $4,933-38.7% | $4,662-35.2% |
| Participant deferral / active EE | $6,707 | $8,422-20.4% | $8,066-16.8% | $6,690+0.3% |
| Admin fee / account holder | $622 | $15,030-95.9% | $12,989-95.2% | $13,392-95.4% |