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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 | $22,746 | $159,978-85.8% | $147,041-84.5% | $145,978-84.4% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 34.06% | 98.36%-64.3pp | 419.21%-385.2pp | 550.52%-516.5pp |
| Employer contribution / active EE | $3,590 | $5,288-32.1% | $4,935-27.3% | $4,662-23.0% |
| Participant deferral / active EE | $11,361 | $8,429+34.8% | $8,071+40.8% | $6,690+69.8% |
| Admin fee / account holder | $1,687 | $15,053-88.8% | $13,006-87.0% | $13,400-87.4% |