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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 | $27,265 | $175,259-84.4% | $149,723-81.8% | $139,487-80.5% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 40.02% | 166.82%-126.8pp | 134.50%-94.5pp | 373.84%-333.8pp |
| Employer contribution / active EE | $1,476 | $5,478-73.1% | $4,821-69.4% | $4,755-69.0% |
| Participant deferral / active EE | $3,605 | $6,522-44.7% | $5,682-36.6% | $6,713-46.3% |
| Admin fee / account holder | $470 | $16,158-97.1% | $13,215-96.4% | $11,407-95.9% |