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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 | $27,171 | $114,073-76.2% | $96,161-71.7% | $167,518-83.8% |
| Participation rate | 75.0% | 75.1%-0.1pp | 68.4%+6.6pp | 82.1%-7.1pp |
| Annual return | 13.95% | 189.95%-176.0pp | 192.01%-178.1pp | 478.71%-464.8pp |
| Employer contribution / active EE | $2,812 | $3,428-18.0% | $2,798+0.5% | $4,838-41.9% |
| Participant deferral / active EE | $7,090 | $5,195+36.5% | $4,349+63.0% | $6,342+11.8% |
| Admin fee / account holder | $5,967 | $6,899-13.5% | $5,538+7.7% | $12,312-51.5% |