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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 | $15,569 | $100,073-84.4% | $85,126-81.7% | $145,877-89.3% |
| Participation rate | 84.2% | 74.1%+10.1pp | 67.5%+16.7pp | 80.3%+3.9pp |
| Annual return | 34.52% | 84.11%-49.6pp | 66.63%-32.1pp | 551.28%-516.8pp |
| Employer contribution / active EE | $7,001 | $3,236+116.3% | $2,731+156.3% | $4,663+50.1% |
| Participant deferral / active EE | $7,179 | $5,294+35.6% | $4,523+58.7% | $6,691+7.3% |
| Admin fee / account holder | $1,667 | $7,261-77.0% | $6,160-72.9% | $13,402-87.6% |