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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 | $23,801 | $160,028-85.1% | $147,080-83.8% | $145,884-83.7% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 13.79% | 98.60%-84.8pp | 420.17%-406.4pp | 551.85%-538.1pp |
| Employer contribution / active EE | $2,090 | $5,286-60.5% | $4,933-57.6% | $4,662-55.2% |
| Participant deferral / active EE | $3,077 | $8,422-63.5% | $8,066-61.9% | $6,690-54.0% |
| Admin fee / account holder | $2,235 | $15,030-85.1% | $12,989-82.8% | $13,392-83.3% |