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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 | $30,959 | $183,592-83.1% | $155,567-80.1% | $145,959-78.8% |
| Participation rate | 72.7% | 82.7%-10.0pp | 78.2%-5.5pp | 80.3%-7.6pp |
| Annual return | 9.98% | 61.24%-51.3pp | 64.74%-54.8pp | 561.95%-552.0pp |
| Employer contribution / active EE | $2,894 | $5,315-45.6% | $4,674-38.1% | $4,661-37.9% |
| Participant deferral / active EE | $4,865 | $6,464-24.7% | $5,628-13.5% | $6,689-27.3% |
| Admin fee / account holder | $16,288 | $19,318-15.7% | $15,916+2.3% | $13,398+21.6% |