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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 | $31,299 | $175,259-82.1% | $149,723-79.1% | $139,487-77.6% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 130.79% | 166.82%-36.0pp | 134.50%-3.7pp | 373.84%-243.1pp |
| Employer contribution / active EE | $4,501 | $5,478-17.8% | $4,821-6.6% | $4,755-5.3% |
| Participant deferral / active EE | $7,329 | $6,522+12.4% | $5,682+29.0% | $6,713+9.2% |
| Admin fee / account holder | $405 | $16,158-97.5% | $13,215-96.9% | $11,407-96.5% |