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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 | $108,911-85.1% | $100,392-83.8% | $145,884-88.9% |
| Participation rate | 88.9% | 83.0%+5.9pp | 81.5%+7.4pp | 80.3%+8.6pp |
| Annual return | 15.41% | 58.23%-42.8pp | 49.45%-34.0pp | 551.85%-536.4pp |
| Employer contribution / active EE | $3,366 | $4,420-23.8% | $3,941-14.6% | $4,662-27.8% |
| Participant deferral / active EE | $5,420 | $8,459-35.9% | $8,090-33.0% | $6,690-19.0% |
| Admin fee / account holder | $1,146 | $9,698-88.2% | $7,904-85.5% | $13,392-91.4% |