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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 | $100,975 | $109,872-8.1% | $98,483+2.5% | $167,536-39.7% |
| Participation rate | 76.9% | 75.8%+1.1pp | 73.3%+3.6pp | 82.1%-5.2pp |
| Annual return | 14.22% | 1959.31%-1945.1pp | 1494.38%-1480.2pp | 478.82%-464.6pp |
| Employer contribution / active EE | $555 | $3,225-82.8% | $2,961-81.2% | $4,839-88.5% |
| Participant deferral / active EE | $3,578 | $4,673-23.4% | $4,276-16.3% | $6,342-43.6% |
| Admin fee / account holder | $13,433 | $6,757+98.8% | $5,953+125.7% | $12,315+9.1% |