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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 | $30,869 | $150,412-79.5% | $120,574-74.4% | $145,884-78.8% |
| Participation rate | 80.0% | 78.8%+1.2pp | 71.9%+8.1pp | 80.3%-0.3pp |
| Annual return | 10.76% | 154.50%-143.7pp | 107.42%-96.7pp | 551.85%-541.1pp |
| Employer contribution / active EE | $2,955 | $4,355-32.1% | $3,471-14.8% | $4,662-36.6% |
| Participant deferral / active EE | $8,164 | $6,175+32.2% | $4,996+63.4% | $6,690+22.0% |
| Admin fee / account holder | $5,129 | $12,224-58.0% | $9,445-45.7% | $13,392-61.7% |