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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 | $19,769 | $150,412-86.9% | $120,574-83.6% | $145,884-86.4% |
| Participation rate | 85.0% | 78.8%+6.2pp | 71.9%+13.1pp | 80.3%+4.7pp |
| Annual return | 14.76% | 154.50%-139.7pp | 107.42%-92.7pp | 551.85%-537.1pp |
| Employer contribution / active EE | $2,297 | $4,355-47.2% | $3,471-33.8% | $4,662-50.7% |
| Participant deferral / active EE | $1,704 | $6,175-72.4% | $4,996-65.9% | $6,690-74.5% |
| Admin fee / account holder | $1,675 | $12,224-86.3% | $9,445-82.3% | $13,392-87.5% |