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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 | $18,448 | $160,040-88.5% | $147,096-87.5% | $145,877-87.4% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 15.09% | 98.49%-83.4pp | 419.75%-404.7pp | 551.28%-536.2pp |
| Employer contribution / active EE | $1,758 | $5,289-66.8% | $4,936-64.4% | $4,663-62.3% |
| Participant deferral / active EE | $3,737 | $8,429-55.7% | $8,071-53.7% | $6,691-44.1% |
| Admin fee / account holder | $895 | $15,050-94.1% | $13,005-93.1% | $13,402-93.3% |