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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 | $13,070 | $90,606-85.6% | $79,466-83.6% | $135,379-90.3% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | 14.55% | 977.69%-963.1pp | 718.28%-703.7pp | 519.79%-505.2pp |
| Employer contribution / active EE | $5,072 | $3,068+65.3% | $2,800+81.1% | $4,779+6.1% |
| Participant deferral / active EE | $5,447 | $4,050+34.5% | $3,704+47.1% | $5,609-2.9% |
| Admin fee / account holder | $882 | $5,895-85.0% | $5,104-82.7% | $10,828-91.9% |