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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 | $22,141 | $160,040-86.2% | $147,096-84.9% | $145,877-84.8% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 18.80% | 98.49%-79.7pp | 419.75%-400.9pp | 551.28%-532.5pp |
| Employer contribution / active EE | $4,189 | $5,289-20.8% | $4,936-15.1% | $4,663-10.2% |
| Participant deferral / active EE | $7,792 | $8,429-7.6% | $8,071-3.5% | $6,691+16.5% |
| Admin fee / account holder | $7,127 | $15,050-52.6% | $13,005-45.2% | $13,402-46.8% |