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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 | $19,615 | $175,259-88.8% | $149,723-86.9% | $139,487-85.9% |
| Participation rate | 91.7% | 83.4%+8.3pp | 78.8%+12.9pp | 80.3%+11.3pp |
| Annual return | 21.86% | 166.82%-145.0pp | 134.50%-112.6pp | 373.84%-352.0pp |
| Employer contribution / active EE | $1,723 | $5,478-68.6% | $4,821-64.3% | $4,755-63.8% |
| Participant deferral / active EE | $3,507 | $6,522-46.2% | $5,682-38.3% | $6,713-47.8% |
| Admin fee / account holder | $673 | $16,158-95.8% | $13,215-94.9% | $11,407-94.1% |