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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 | $35,207 | $160,040-78.0% | $147,096-76.1% | $145,877-75.9% |
| Participation rate | 93.8% | 84.0%+9.7pp | 82.2%+11.6pp | 80.3%+13.4pp |
| Annual return | 21.76% | 98.49%-76.7pp | 419.75%-398.0pp | 551.28%-529.5pp |
| Employer contribution / active EE | $6,511 | $5,289+23.1% | $4,936+31.9% | $4,663+39.6% |
| Participant deferral / active EE | $16,109 | $8,429+91.1% | $8,071+99.6% | $6,691+140.8% |
| Admin fee / account holder | $430 | $15,050-97.1% | $13,005-96.7% | $13,402-96.8% |