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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 | $16,062 | $96,678-83.4% | $86,640-81.5% | $139,466-88.5% |
| Participation rate | 90.0% | 74.4%+15.6pp | 71.7%+18.3pp | 80.3%+9.7pp |
| Annual return | 23.88% | 106.69%-82.8pp | 592.52%-568.6pp | 373.66%-349.8pp |
| Employer contribution / active EE | $765 | $3,265-76.6% | $3,024-74.7% | $4,754-83.9% |
| Participant deferral / active EE | $976 | $4,837-79.8% | $4,438-78.0% | $6,712-85.5% |
| Admin fee / account holder | $7,851 | $6,410+22.5% | $5,616+39.8% | $11,409-31.2% |