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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 | $23,868 | $160,070-85.1% | $147,117-83.8% | $145,897-83.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 10.11% | 98.69%-88.6pp | 420.54%-410.4pp | 552.29%-542.2pp |
| Employer contribution / active EE | $1,605 | $5,285-69.6% | $4,932-67.5% | $4,663-65.6% |
| Participant deferral / active EE | $4,233 | $8,419-49.7% | $8,065-47.5% | $6,689-36.7% |
| Admin fee / account holder | $20,469 | $15,035+36.1% | $12,993+57.5% | $13,390+52.9% |