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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 | $16,179 | $156,970-89.7% | $121,210-86.7% | $139,487-88.4% |
| Participation rate | 87.0% | 76.5%+10.5pp | 69.5%+17.4pp | 80.3%+6.6pp |
| Annual return | 16.01% | 1477.10%-1461.1pp | 987.41%-971.4pp | 373.84%-357.8pp |
| Employer contribution / active EE | $759 | $5,546-86.3% | $4,171-81.8% | $4,755-84.0% |
| Participant deferral / active EE | $5,995 | $4,849+23.6% | $4,084+46.8% | $6,713-10.7% |
| Admin fee / account holder | $4,238 | $6,947-39.0% | $5,647-25.0% | $11,407-62.8% |