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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 | $26,647 | $160,040-83.3% | $147,096-81.9% | $145,877-81.7% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.1pp | 80.3%+12.0pp |
| Annual return | 19.72% | 98.49%-78.8pp | 419.75%-400.0pp | 551.28%-531.6pp |
| Employer contribution / active EE | $3,632 | $5,289-31.3% | $4,936-26.4% | $4,663-22.1% |
| Participant deferral / active EE | $10,239 | $8,429+21.5% | $8,071+26.9% | $6,691+53.0% |
| Admin fee / account holder | $343 | $15,050-97.7% | $13,005-97.4% | $13,402-97.4% |