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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 | $16,237 | $108,942-85.1% | $100,415-83.8% | $145,897-88.9% |
| Participation rate | 88.9% | 83.0%+5.9pp | 81.5%+7.4pp | 80.3%+8.6pp |
| Annual return | 15.41% | 58.27%-42.9pp | 49.47%-34.1pp | 552.29%-536.9pp |
| Employer contribution / active EE | $3,366 | $4,422-23.9% | $3,943-14.6% | $4,663-27.8% |
| Participant deferral / active EE | $5,420 | $8,461-35.9% | $8,091-33.0% | $6,689-19.0% |
| Admin fee / account holder | $1,146 | $9,702-88.2% | $7,906-85.5% | $13,390-91.4% |