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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 | $24,950 | $166,242-85.0% | $165,071-84.9% | $145,884-82.9% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.6%+10.3pp | 80.3%+8.6pp |
| Annual return | 16.40% | 100.44%-84.0pp | 70.17%-53.8pp | 551.85%-535.4pp |
| Employer contribution / active EE | $8,784 | $5,283+66.3% | $4,347+102.1% | $4,662+88.4% |
| Participant deferral / active EE | $3,088 | $6,964-55.7% | $6,035-48.8% | $6,690-53.8% |
| Admin fee / account holder | $1,167 | $16,658-93.0% | $12,695-90.8% | $13,392-91.3% |