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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 | $160,040-86.5% | $147,096-85.3% | $145,877-85.2% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.2%-12.2pp | 80.3%-10.3pp |
| Annual return | 16.80% | 98.49%-81.7pp | 419.75%-402.9pp | 551.28%-534.5pp |
| Employer contribution / active EE | $8,710 | $5,289+64.7% | $4,936+76.5% | $4,663+86.8% |
| Participant deferral / active EE | $4,354 | $8,429-48.3% | $8,071-46.0% | $6,691-34.9% |
| Admin fee / account holder | $708 | $15,050-95.3% | $13,005-94.6% | $13,402-94.7% |