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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 | $32,250 | $176,077-81.7% | $159,455-79.8% | $167,518-80.7% |
| Participation rate | 84.6% | 84.9%-0.3pp | 82.8%+1.8pp | 82.1%+2.5pp |
| Annual return | 17.26% | 331.83%-314.6pp | 263.63%-246.4pp | 478.71%-461.4pp |
| Employer contribution / active EE | $2,431 | $5,298-54.1% | $4,830-49.7% | $4,838-49.8% |
| Participant deferral / active EE | $5,345 | $7,751-31.0% | $7,353-27.3% | $6,342-15.7% |
| Admin fee / account holder | $1,794 | $12,556-85.7% | $10,800-83.4% | $12,312-85.4% |