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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 | $17,471 | $159,934-89.1% | $147,005-88.1% | $145,959-88.0% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 258.01% | 98.24%+159.8pp | 418.76%-160.8pp | 561.95%-303.9pp |
| Employer contribution / active EE | $1,576 | $5,287-70.2% | $4,934-68.1% | $4,661-66.2% |
| Participant deferral / active EE | $2,963 | $8,427-64.8% | $8,070-63.3% | $6,689-55.7% |
| Admin fee / account holder | $346 | $15,053-97.7% | $13,006-97.3% | $13,398-97.4% |