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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 | $27,882 | $159,978-82.6% | $147,041-81.0% | $145,978-80.9% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 25.78% | 98.36%-72.6pp | 419.21%-393.4pp | 550.52%-524.7pp |
| Employer contribution / active EE | $6,426 | $5,288+21.5% | $4,935+30.2% | $4,662+37.8% |
| Participant deferral / active EE | $6,417 | $8,429-23.9% | $8,071-20.5% | $6,690-4.1% |
| Admin fee / account holder | $583 | $15,053-96.1% | $13,006-95.5% | $13,400-95.7% |