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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 | $26,121 | $160,028-83.7% | $147,080-82.2% | $145,884-82.1% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 15.06% | 98.60%-83.5pp | 420.17%-405.1pp | 551.85%-536.8pp |
| Employer contribution / active EE | $3,006 | $5,286-43.1% | $4,933-39.1% | $4,662-35.5% |
| Participant deferral / active EE | $5,814 | $8,422-31.0% | $8,066-27.9% | $6,690-13.1% |
| Admin fee / account holder | $473 | $15,030-96.9% | $12,989-96.4% | $13,392-96.5% |