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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 | $24,587 | $160,028-84.6% | $147,080-83.3% | $145,884-83.1% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.2%+7.3pp | 80.3%+9.2pp |
| Annual return | 13.61% | 98.60%-85.0pp | 420.17%-406.6pp | 551.85%-538.2pp |
| Employer contribution / active EE | $2,610 | $5,286-50.6% | $4,933-47.1% | $4,662-44.0% |
| Participant deferral / active EE | $5,894 | $8,422-30.0% | $8,066-26.9% | $6,690-11.9% |
| Admin fee / account holder | $1,589 | $15,030-89.4% | $12,989-87.8% | $13,392-88.1% |