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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 | $40,671 | $105,145-61.3% | $94,664-57.0% | $139,466-70.8% |
| Participation rate | 94.7% | 82.4%+12.4pp | 80.8%+13.9pp | 80.3%+14.4pp |
| Annual return | 27.63% | 38.09%-10.5pp | 156.84%-129.2pp | 373.66%-346.0pp |
| Employer contribution / active EE | $5,439 | $4,107+32.4% | $3,673+48.1% | $4,754+14.4% |
| Participant deferral / active EE | $14,422 | $7,599+89.8% | $7,417+94.4% | $6,712+114.9% |
| Admin fee / account holder | $878 | $8,972-90.2% | $7,222-87.8% | $11,409-92.3% |