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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 | $21,594 | $160,028-86.5% | $147,080-85.3% | $145,884-85.2% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 16.80% | 98.60%-81.8pp | 420.17%-403.4pp | 551.85%-535.0pp |
| Employer contribution / active EE | $8,710 | $5,286+64.8% | $4,933+76.5% | $4,662+86.8% |
| Participant deferral / active EE | $4,354 | $8,422-48.3% | $8,066-46.0% | $6,690-34.9% |
| Admin fee / account holder | $708 | $15,030-95.3% | $12,989-94.5% | $13,392-94.7% |