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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 | $34,260 | $160,070-78.6% | $147,117-76.7% | $145,897-76.5% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 13.24% | 98.69%-85.4pp | 420.54%-407.3pp | 552.29%-539.1pp |
| Employer contribution / active EE | $2,115 | $5,285-60.0% | $4,932-57.1% | $4,663-54.6% |
| Participant deferral / active EE | $5,843 | $8,419-30.6% | $8,065-27.6% | $6,689-12.7% |
| Admin fee / account holder | $13,179 | $15,035-12.3% | $12,993+1.4% | $13,390-1.6% |