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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 | $28,327 | $175,231-83.8% | $149,696-81.1% | $139,466-79.7% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.0pp | 80.3%+1.5pp |
| Annual return | 66.36% | 166.77%-100.4pp | 134.46%-68.1pp | 373.66%-307.3pp |
| Employer contribution / active EE | $2,317 | $5,478-57.7% | $4,821-51.9% | $4,754-51.3% |
| Participant deferral / active EE | $7,395 | $6,521+13.4% | $5,682+30.1% | $6,712+10.2% |
| Admin fee / account holder | $302 | $16,155-98.1% | $13,212-97.7% | $11,409-97.4% |