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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 | $24,003 | $175,259-86.3% | $149,723-84.0% | $139,487-82.8% |
| Participation rate | 95.7% | 83.4%+12.3pp | 78.8%+16.9pp | 80.3%+15.3pp |
| Annual return | 68.19% | 166.82%-98.6pp | 134.50%-66.3pp | 373.84%-305.7pp |
| Employer contribution / active EE | $1,340 | $5,478-75.5% | $4,821-72.2% | $4,755-71.8% |
| Participant deferral / active EE | $9,938 | $6,522+52.4% | $5,682+74.9% | $6,713+48.1% |
| Admin fee / account holder | $464 | $16,158-97.1% | $13,215-96.5% | $11,407-95.9% |