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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 | $59,295 | $212,386-72.1% | $199,883-70.3% | $138,895-57.3% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.8%-6.8pp | 79.9%+0.1pp |
| Annual return | 17.41% | 47.75%-30.3pp | 43.81%-26.4pp | 145.39%-128.0pp |
| Employer contribution / active EE | $3,207 | $6,625-51.6% | $6,261-48.8% | $4,194-23.5% |
| Participant deferral / active EE | $0 | $9,617-100.0% | $9,138-100.0% | $6,396-100.0% |
| Admin fee / account holder | $995 | $18,233-94.5% | $17,268-94.2% | $12,562-92.1% |