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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 | $30,139 | $108,882-72.3% | $96,754-68.8% | $154,746-80.5% |
| Participation rate | 75.0% | 75.1%-0.1pp | 70.3%+4.7pp | 80.7%-5.7pp |
| Annual return | 24.38% | 98.39%-74.0pp | 82.04%-57.7pp | 172.34%-148.0pp |
| Employer contribution / active EE | $15,495 | $3,018+413.4% | $2,679+478.4% | $4,379+253.8% |
| Participant deferral / active EE | $8,548 | $5,323+60.6% | $4,758+79.7% | $6,730+27.0% |
| Admin fee / account holder | $3,836 | $10,200-62.4% | $8,905-56.9% | $14,365-73.3% |