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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 | $23,312 | $183,592-87.3% | $155,574-85.0% | $145,877-84.0% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 213.41% | 61.37%+152.0pp | 64.87%+148.5pp | 551.28%-337.9pp |
| Employer contribution / active EE | $1,263 | $5,317-76.2% | $4,676-73.0% | $4,663-72.9% |
| Participant deferral / active EE | $9,524 | $6,466+47.3% | $5,629+69.2% | $6,691+42.4% |
| Admin fee / account holder | $312 | $19,316-98.4% | $15,914-98.0% | $13,402-97.7% |