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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 | $26,936 | $175,259-84.6% | $149,723-82.0% | $139,487-80.7% |
| Participation rate | 93.8% | 83.4%+10.4pp | 78.8%+15.0pp | 80.3%+13.4pp |
| Annual return | 43.19% | 166.82%-123.6pp | 134.50%-91.3pp | 373.84%-330.7pp |
| Employer contribution / active EE | $3,701 | $5,478-32.4% | $4,821-23.2% | $4,755-22.2% |
| Participant deferral / active EE | $8,130 | $6,522+24.7% | $5,682+43.1% | $6,713+21.1% |
| Admin fee / account holder | $669 | $16,158-95.9% | $13,215-94.9% | $11,407-94.1% |