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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 | $17,816 | $160,028-88.9% | $147,080-87.9% | $145,884-87.8% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 12.08% | 98.60%-86.5pp | 420.17%-408.1pp | 551.85%-539.8pp |
| Employer contribution / active EE | $2,365 | $5,286-55.3% | $4,933-52.1% | $4,662-49.3% |
| Participant deferral / active EE | $7,042 | $8,422-16.4% | $8,066-12.7% | $6,690+5.3% |
| Admin fee / account holder | $2,315 | $15,030-84.6% | $12,989-82.2% | $13,392-82.7% |