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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 | $20,113 | $97,751-79.4% | $103,447-80.6% | $145,877-86.2% |
| Participation rate | 88.2% | 81.1%+7.1pp | 80.5%+7.7pp | 80.3%+7.9pp |
| Annual return | 58.09% | 25.43%+32.7pp | 23.92%+34.2pp | 551.28%-493.2pp |
| Employer contribution / active EE | $3,282 | $4,684-29.9% | $4,678-29.8% | $4,663-29.6% |
| Participant deferral / active EE | $7,919 | $6,603+19.9% | $6,624+19.6% | $6,691+18.4% |
| Admin fee / account holder | $302 | $12,515-97.6% | $9,415-96.8% | $13,402-97.7% |