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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 | $17,816 | $160,028-88.9% | $147,080-87.9% | $145,884-87.8% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 24.55% | 98.60%-74.0pp | 420.17%-395.6pp | 551.85%-527.3pp |
| Employer contribution / active EE | $2,793 | $5,286-47.2% | $4,933-43.4% | $4,662-40.1% |
| Participant deferral / active EE | $5,879 | $8,422-30.2% | $8,066-27.1% | $6,690-12.1% |
| Admin fee / account holder | $16,488 | $15,030+9.7% | $12,989+26.9% | $13,392+23.1% |