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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 | $11,944 | $108,897-89.0% | $100,378-88.1% | $145,877-91.8% |
| Participation rate | 80.0% | 83.0%-3.0pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 22.65% | 58.17%-35.5pp | 49.41%-26.8pp | 551.28%-528.6pp |
| Employer contribution / active EE | $1,242 | $4,420-71.9% | $3,942-68.5% | $4,663-73.4% |
| Participant deferral / active EE | $6,953 | $8,455-17.8% | $8,087-14.0% | $6,691+3.9% |
| Admin fee / account holder | $2,567 | $9,690-73.5% | $7,899-67.5% | $13,402-80.8% |