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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 | $35,576 | $160,028-77.8% | $147,080-75.8% | $145,884-75.6% |
| Participation rate | 91.3% | 84.0%+7.3pp | 82.2%+9.1pp | 80.3%+11.0pp |
| Annual return | 19.41% | 98.60%-79.2pp | 420.17%-400.8pp | 551.85%-532.4pp |
| Employer contribution / active EE | $3,839 | $5,286-27.4% | $4,933-22.2% | $4,662-17.7% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $3,581 | $15,030-76.2% | $12,989-72.4% | $13,392-73.3% |