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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 | $24,720 | $159,978-84.5% | $147,041-83.2% | $145,978-83.1% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 29.45% | 98.36%-68.9pp | 419.21%-389.8pp | 550.52%-521.1pp |
| Employer contribution / active EE | $2,022 | $5,288-61.8% | $4,935-59.0% | $4,662-56.6% |
| Participant deferral / active EE | $4,812 | $8,429-42.9% | $8,071-40.4% | $6,690-28.1% |
| Admin fee / account holder | $1,552 | $15,053-89.7% | $13,006-88.1% | $13,400-88.4% |