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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 | $20,916 | $183,516-88.6% | $155,534-86.6% | $145,884-85.7% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 13.86% | 61.43%-47.6pp | 64.92%-51.1pp | 551.85%-538.0pp |
| Employer contribution / active EE | $2,299 | $5,315-56.7% | $4,675-50.8% | $4,662-50.7% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $4,397 | $19,293-77.2% | $15,900-72.3% | $13,392-67.2% |