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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 | $28,095 | $166,242-83.1% | $165,071-83.0% | $145,884-80.7% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 10.40% | 100.44%-90.0pp | 70.17%-59.8pp | 551.85%-541.4pp |
| Employer contribution / active EE | $3,167 | $5,283-40.1% | $4,347-27.2% | $4,662-32.1% |
| Participant deferral / active EE | $6,028 | $6,964-13.4% | $6,035-0.1% | $6,690-9.9% |
| Admin fee / account holder | $15,143 | $16,658-9.1% | $12,695+19.3% | $13,392+13.1% |