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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 | $9,342 | $88,815-89.5% | $81,882-88.6% | $145,897-93.6% |
| Participation rate | 83.3% | 75.1%+8.3pp | 72.4%+10.9pp | 80.3%+3.0pp |
| Annual return | 22.17% | 1033.75%-1011.6pp | 779.47%-757.3pp | 552.29%-530.1pp |
| Employer contribution / active EE | $3,661 | $3,086+18.6% | $2,916+25.6% | $4,663-21.5% |
| Participant deferral / active EE | $3,661 | $4,647-21.2% | $4,323-15.3% | $6,689-45.3% |
| Admin fee / account holder | $337 | $8,434-96.0% | $7,360-95.4% | $13,390-97.5% |