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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 | $35,404 | $160,028-77.9% | $147,080-75.9% | $145,884-75.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 10.13% | 98.60%-88.5pp | 420.17%-410.0pp | 551.85%-541.7pp |
| Employer contribution / active EE | $2,188 | $5,286-58.6% | $4,933-55.7% | $4,662-53.1% |
| Participant deferral / active EE | $8,311 | $8,422-1.3% | $8,066+3.0% | $6,690+24.2% |
| Admin fee / account holder | $2,610 | $15,030-82.6% | $12,989-79.9% | $13,392-80.5% |