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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 | $25,626 | $156,897-83.7% | $121,147-78.8% | $139,427-81.6% |
| Participation rate | 80.0% | 76.4%+3.6pp | 69.5%+10.5pp | 80.3%-0.3pp |
| Annual return | 22.93% | 1475.10%-1452.2pp | 986.30%-963.4pp | 373.27%-350.3pp |
| Employer contribution / active EE | $2,598 | $5,539-53.1% | $4,166-37.6% | $4,752-45.3% |
| Participant deferral / active EE | $3,230 | $4,846-33.3% | $4,081-20.8% | $6,711-51.9% |
| Admin fee / account holder | $410 | $6,948-94.1% | $5,646-92.7% | $11,404-96.4% |