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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 | $160,070-88.5% | $147,117-87.5% | $145,897-87.4% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 15.09% | 98.69%-83.6pp | 420.54%-405.5pp | 552.29%-537.2pp |
| Employer contribution / active EE | $1,758 | $5,285-66.7% | $4,932-64.4% | $4,663-62.3% |
| Participant deferral / active EE | $3,737 | $8,419-55.6% | $8,065-53.7% | $6,689-44.1% |
| Admin fee / account holder | $895 | $15,035-94.0% | $12,993-93.1% | $13,390-93.3% |