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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 | $26,528 | $175,231-84.9% | $149,696-82.3% | $139,466-81.0% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 18.64% | 166.77%-148.1pp | 134.46%-115.8pp | 373.66%-355.0pp |
| Employer contribution / active EE | $4,511 | $5,478-17.7% | $4,821-6.4% | $4,754-5.1% |
| Participant deferral / active EE | $2,863 | $6,521-56.1% | $5,682-49.6% | $6,712-57.3% |
| Admin fee / account holder | $658 | $16,155-95.9% | $13,212-95.0% | $11,409-94.2% |