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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 | $34,082 | $160,028-78.7% | $147,080-76.8% | $145,884-76.6% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 15.74% | 98.60%-82.9pp | 420.17%-404.4pp | 551.85%-536.1pp |
| Employer contribution / active EE | $4,236 | $5,286-19.9% | $4,933-14.1% | $4,662-9.1% |
| Participant deferral / active EE | $7,497 | $8,422-11.0% | $8,066-7.1% | $6,690+12.1% |
| Admin fee / account holder | $455 | $15,030-97.0% | $12,989-96.5% | $13,392-96.6% |