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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 | $15,177 | $73,518-79.4% | $63,003-75.9% | $147,585-89.7% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.8%+16.1pp | 82.8%+8.1pp |
| Annual return | 23.63% | 175.46%-151.8pp | 87.59%-64.0pp | 578.56%-554.9pp |
| Employer contribution / active EE | $2,084 | $3,322-37.3% | $2,760-24.5% | $4,876-57.3% |
| Participant deferral / active EE | $4,320 | $4,183+3.3% | $3,329+29.8% | $5,439-20.6% |
| Admin fee / account holder | $711 | $5,952-88.0% | $3,600-80.2% | $10,885-93.5% |