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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 | $21,116 | $176,105-88.0% | $159,474-86.8% | $167,536-87.4% |
| Participation rate | 88.2% | 85.0%+3.3pp | 82.8%+5.4pp | 82.1%+6.1pp |
| Annual return | 18.06% | 331.91%-313.9pp | 263.68%-245.6pp | 478.82%-460.8pp |
| Employer contribution / active EE | $2,127 | $5,299-59.9% | $4,831-56.0% | $4,839-56.1% |
| Participant deferral / active EE | $2,837 | $7,751-63.4% | $7,353-61.4% | $6,342-55.3% |
| Admin fee / account holder | $825 | $12,559-93.4% | $10,802-92.4% | $12,315-93.3% |