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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 | $23,899 | $160,040-85.1% | $147,096-83.8% | $145,877-83.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 10.17% | 98.49%-88.3pp | 419.75%-409.6pp | 551.28%-541.1pp |
| Employer contribution / active EE | $1,812 | $5,289-65.7% | $4,936-63.3% | $4,663-61.1% |
| Participant deferral / active EE | $7,484 | $8,429-11.2% | $8,071-7.3% | $6,691+11.9% |
| Admin fee / account holder | $13,121 | $15,050-12.8% | $13,005+0.9% | $13,402-2.1% |