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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 | $18,879 | $102,595-81.6% | $94,057-79.9% | $154,746-87.8% |
| Participation rate | 90.9% | 76.0%+14.9pp | 73.3%+17.6pp | 80.7%+10.2pp |
| Annual return | 19.47% | 583.42%-563.9pp | 480.62%-461.2pp | 172.34%-152.9pp |
| Employer contribution / active EE | $5,091 | $3,147+61.8% | $2,933+73.6% | $4,379+16.3% |
| Participant deferral / active EE | $8,658 | $5,118+69.2% | $4,709+83.8% | $6,730+28.6% |
| Admin fee / account holder | $379 | $7,736-95.1% | $7,244-94.8% | $14,365-97.4% |