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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 | $26,220 | $160,070-83.6% | $147,117-82.2% | $145,897-82.0% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 15.04% | 98.69%-83.6pp | 420.54%-405.5pp | 552.29%-537.2pp |
| Employer contribution / active EE | $2,230 | $5,285-57.8% | $4,932-54.8% | $4,663-52.2% |
| Participant deferral / active EE | $3,550 | $8,419-57.8% | $8,065-56.0% | $6,689-46.9% |
| Admin fee / account holder | $11,778 | $15,035-21.7% | $12,993-9.3% | $13,390-12.0% |