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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 | $26,172 | $175,259-85.1% | $149,723-82.5% | $139,487-81.2% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 13.07% | 166.82%-153.8pp | 134.50%-121.4pp | 373.84%-360.8pp |
| Employer contribution / active EE | $1,197 | $5,478-78.2% | $4,821-75.2% | $4,755-74.8% |
| Participant deferral / active EE | $4,809 | $6,522-26.3% | $5,682-15.4% | $6,713-28.4% |
| Admin fee / account holder | $423 | $16,158-97.4% | $13,215-96.8% | $11,407-96.3% |