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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 | $20,551 | $160,040-87.2% | $147,096-86.0% | $145,877-85.9% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 16.59% | 98.49%-81.9pp | 419.75%-403.2pp | 551.28%-534.7pp |
| Employer contribution / active EE | $1,963 | $5,289-62.9% | $4,936-60.2% | $4,663-57.9% |
| Participant deferral / active EE | $3,472 | $8,429-58.8% | $8,071-57.0% | $6,691-48.1% |
| Admin fee / account holder | $345 | $15,050-97.7% | $13,005-97.3% | $13,402-97.4% |