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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 | $28,418 | $176,077-83.9% | $159,455-82.2% | $167,518-83.0% |
| Participation rate | 87.0% | 84.9%+2.0pp | 82.8%+4.1pp | 82.1%+4.8pp |
| Annual return | 15.50% | 331.83%-316.3pp | 263.63%-248.1pp | 478.71%-463.2pp |
| Employer contribution / active EE | $3,158 | $5,298-40.4% | $4,830-34.6% | $4,838-34.7% |
| Participant deferral / active EE | $5,288 | $7,751-31.8% | $7,353-28.1% | $6,342-16.6% |
| Admin fee / account holder | $431 | $12,556-96.6% | $10,800-96.0% | $12,312-96.5% |