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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 | $16,827 | $100,203-83.2% | $85,240-80.3% | $145,897-88.5% |
| Participation rate | 94.1% | 74.1%+20.0pp | 67.5%+26.6pp | 80.3%+13.8pp |
| Annual return | 12.59% | 84.28%-71.7pp | 66.75%-54.2pp | 552.29%-539.7pp |
| Employer contribution / active EE | $1,108 | $3,242-65.8% | $2,735-59.5% | $4,663-76.2% |
| Participant deferral / active EE | $3,370 | $5,299-36.4% | $4,527-25.6% | $6,689-49.6% |
| Admin fee / account holder | $7,680 | $7,265+5.7% | $6,165+24.6% | $13,390-42.6% |