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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 | $22,516 | $160,040-85.9% | $147,096-84.7% | $145,877-84.6% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 21.73% | 98.49%-76.8pp | 419.75%-398.0pp | 551.28%-529.5pp |
| Employer contribution / active EE | $3,842 | $5,289-27.4% | $4,936-22.2% | $4,663-17.6% |
| Participant deferral / active EE | $5,568 | $8,429-33.9% | $8,071-31.0% | $6,691-16.8% |
| Admin fee / account holder | $317 | $15,050-97.9% | $13,005-97.6% | $13,402-97.6% |