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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 | $150,197-79.4% | $120,368-74.4% | $145,959-78.9% |
| Participation rate | 80.0% | 78.8%+1.2pp | 71.9%+8.1pp | 80.3%-0.3pp |
| Annual return | 10.76% | 154.26%-143.5pp | 107.26%-96.5pp | 561.95%-551.2pp |
| Employer contribution / active EE | $2,955 | $4,350-32.1% | $3,465-14.7% | $4,661-36.6% |
| Participant deferral / active EE | $8,164 | $6,174+32.2% | $4,991+63.6% | $6,689+22.1% |
| Admin fee / account holder | $5,129 | $12,216-58.0% | $9,429-45.6% | $13,398-61.7% |