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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 | $100,203-84.5% | $85,240-81.7% | $145,897-89.3% |
| Participation rate | 84.2% | 74.1%+10.1pp | 67.5%+16.7pp | 80.3%+3.9pp |
| Annual return | 34.52% | 84.28%-49.8pp | 66.75%-32.2pp | 552.29%-517.8pp |
| Employer contribution / active EE | $7,001 | $3,242+116.0% | $2,735+156.0% | $4,663+50.2% |
| Participant deferral / active EE | $7,179 | $5,299+35.5% | $4,527+58.6% | $6,689+7.3% |
| Admin fee / account holder | $1,667 | $7,265-77.1% | $6,165-73.0% | $13,390-87.6% |