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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 | $27,877 | $160,070-82.6% | $147,117-81.1% | $145,897-80.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 21.21% | 98.69%-77.5pp | 420.54%-399.3pp | 552.29%-531.1pp |
| Employer contribution / active EE | $4,924 | $5,285-6.8% | $4,932-0.2% | $4,663+5.6% |
| Participant deferral / active EE | $3,161 | $8,419-62.5% | $8,065-60.8% | $6,689-52.7% |
| Admin fee / account holder | $800 | $15,035-94.7% | $12,993-93.8% | $13,390-94.0% |