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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 | $25,321 | $166,242-84.8% | $165,071-84.7% | $145,884-82.6% |
| Participation rate | 90.5% | 82.0%+8.5pp | 78.6%+11.9pp | 80.3%+10.2pp |
| Annual return | 10.36% | 100.44%-90.1pp | 70.17%-59.8pp | 551.85%-541.5pp |
| Employer contribution / active EE | $2,200 | $5,283-58.3% | $4,347-49.4% | $4,662-52.8% |
| Participant deferral / active EE | $7,383 | $6,964+6.0% | $6,035+22.3% | $6,690+10.4% |
| Admin fee / account holder | $5,347 | $16,658-67.9% | $12,695-57.9% | $13,392-60.1% |