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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 | $13,249 | $73,107-81.9% | $114,563-88.4% | $87,485-84.9% |
| Participation rate | 92.6% | 65.8%+26.8pp | 72.9%+19.7pp | 68.9%+23.7pp |
| Annual return | 167.95% | 19.47%+148.5pp | 241.09%-73.1pp | 26.06%+141.9pp |
| Employer contribution / active EE | $2,552 | $1,881+35.7% | $2,592-1.6% | $2,596-1.7% |
| Participant deferral / active EE | $5,387 | $3,144+71.4% | $4,142+30.1% | $4,274+26.0% |
| Admin fee / account holder | $380 | $5,770-93.4% | $7,623-95.0% | $7,775-95.1% |