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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 | $58,374 | $160,028-63.5% | $147,080-60.3% | $145,884-60.0% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 17.34% | 98.60%-81.3pp | 420.17%-402.8pp | 551.85%-534.5pp |
| Employer contribution / active EE | $4,661 | $5,286-11.8% | $4,933-5.5% | $4,6620% |
| Participant deferral / active EE | $13,731 | $8,422+63.0% | $8,066+70.2% | $6,690+105.3% |
| Admin fee / account holder | $641 | $15,030-95.7% | $12,989-95.1% | $13,392-95.2% |