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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 | $155,113 | $160,070-3.1% | $147,117+5.4% | $145,897+6.3% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 12.62% | 98.69%-86.1pp | 420.54%-407.9pp | 552.29%-539.7pp |
| Employer contribution / active EE | $2,203 | $5,285-58.3% | $4,932-55.3% | $4,663-52.8% |
| Participant deferral / active EE | $6,457 | $8,419-23.3% | $8,065-19.9% | $6,689-3.5% |
| Admin fee / account holder | $882 | $15,035-94.1% | $12,993-93.2% | $13,390-93.4% |