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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 | $22,685 | $138,078-83.6% | $125,363-81.9% | $134,509-83.1% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | 15.10% | 750.49%-735.4pp | 572.15%-557.0pp | 418.13%-403.0pp |
| Employer contribution / active EE | $1,759 | $5,245-66.5% | $4,815-63.5% | $4,741-62.9% |
| Participant deferral / active EE | $4,213 | $7,800-46.0% | $7,447-43.4% | $6,400-34.2% |
| Admin fee / account holder | $3,507 | $11,566-69.7% | $10,005-64.9% | $11,427-69.3% |