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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 | $28,445 | $183,539-84.5% | $155,556-81.7% | $145,897-80.5% |
| Participation rate | 84.2% | 82.7%+1.5pp | 78.2%+6.0pp | 80.3%+3.9pp |
| Annual return | 10.67% | 61.31%-50.6pp | 64.84%-54.2pp | 552.29%-541.6pp |
| Employer contribution / active EE | $1,598 | $5,315-69.9% | $4,675-65.8% | $4,663-65.7% |
| Participant deferral / active EE | $4,057 | $6,467-37.3% | $5,631-28.0% | $6,689-39.4% |
| Admin fee / account holder | $610 | $19,275-96.8% | $15,885-96.2% | $13,390-95.4% |