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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 | $11,806 | $102,595-88.5% | $94,057-87.4% | $154,746-92.4% |
| Participation rate | 90.9% | 76.0%+14.9pp | 73.3%+17.6pp | 80.7%+10.2pp |
| Annual return | 20.76% | 583.42%-562.7pp | 480.62%-459.9pp | 172.34%-151.6pp |
| Employer contribution / active EE | $1,388 | $3,147-55.9% | $2,933-52.7% | $4,379-68.3% |
| Participant deferral / active EE | $2,508 | $5,118-51.0% | $4,709-46.7% | $6,730-62.7% |
| Admin fee / account holder | $311 | $7,736-96.0% | $7,244-95.7% | $14,365-97.8% |