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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 | $24,552 | $183,539-86.6% | $155,556-84.2% | $145,897-83.2% |
| Participation rate | 95.0% | 82.7%+12.3pp | 78.2%+16.8pp | 80.3%+14.7pp |
| Annual return | 15.80% | 61.31%-45.5pp | 64.84%-49.0pp | 552.29%-536.5pp |
| Employer contribution / active EE | $1,511 | $5,315-71.6% | $4,675-67.7% | $4,663-67.6% |
| Participant deferral / active EE | $3,731 | $6,467-42.3% | $5,631-33.7% | $6,689-44.2% |
| Admin fee / account holder | $662 | $19,275-96.6% | $15,885-95.8% | $13,390-95.1% |