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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 | $31,252 | $175,257-82.2% | $149,717-79.1% | $139,456-77.6% |
| Participation rate | 90.5% | 83.4%+7.1pp | 78.8%+11.7pp | 80.3%+10.1pp |
| Annual return | 16.19% | 166.70%-150.5pp | 134.41%-118.2pp | 373.45%-357.3pp |
| Employer contribution / active EE | $4,858 | $5,477-11.3% | $4,820+0.8% | $4,753+2.2% |
| Participant deferral / active EE | $2,566 | $6,521-60.7% | $5,682-54.8% | $6,711-61.8% |
| Admin fee / account holder | $375 | $16,156-97.7% | $13,213-97.2% | $11,407-96.7% |