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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 | $25,206 | $160,028-84.2% | $147,080-82.9% | $145,884-82.7% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.2%+8.3pp | 80.3%+10.2pp |
| Annual return | 13.73% | 98.60%-84.9pp | 420.17%-406.4pp | 551.85%-538.1pp |
| Employer contribution / active EE | $2,060 | $5,286-61.0% | $4,933-58.2% | $4,662-55.8% |
| Participant deferral / active EE | $4,025 | $8,422-52.2% | $8,066-50.1% | $6,690-39.8% |
| Admin fee / account holder | $1,243 | $15,030-91.7% | $12,989-90.4% | $13,392-90.7% |