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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 | $23,440 | $103,000-77.2% | $90,300-74.0% | $152,885-84.7% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.5%-7.5pp |
| Annual return | 31.73% | 95.19%-63.5pp | 78.11%-46.4pp | 345.39%-313.7pp |
| Employer contribution / active EE | $2,693 | $3,138-14.2% | $2,854-5.6% | $4,763-43.5% |
| Participant deferral / active EE | $7,932 | $4,281+85.3% | $3,884+104.2% | $5,851+35.6% |
| Admin fee / account holder | $1,002 | $6,173-83.8% | $5,353-81.3% | $11,598-91.4% |