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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 | $29,610 | $115,814-74.4% | $101,275-70.8% | $158,982-81.4% |
| Participation rate | 90.5% | 79.4%+11.1pp | 75.8%+14.7pp | 82.0%+8.5pp |
| Annual return | 20.41% | 56.16%-35.7pp | 46.48%-26.1pp | 302.99%-282.6pp |
| Employer contribution / active EE | $774 | $4,176-81.5% | $3,660-78.8% | $4,763-83.7% |
| Participant deferral / active EE | $10,919 | $4,958+120.2% | $4,371+149.8% | $5,983+82.5% |
| Admin fee / account holder | $8,585 | $7,249+18.4% | $5,948+44.3% | $11,252-23.7% |