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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 | $11,072 | $103,038-89.3% | $90,324-87.7% | $152,909-92.8% |
| Participation rate | 94.4% | 75.9%+18.6pp | 73.3%+21.2pp | 82.5%+12.0pp |
| Annual return | 19.16% | 95.25%-76.1pp | 78.15%-59.0pp | 345.46%-326.3pp |
| Employer contribution / active EE | $5,121 | $3,141+63.1% | $2,856+79.3% | $4,764+7.5% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,839 | $6,177-5.5% | $5,356+9.0% | $11,601-49.7% |