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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 | $16,330 | $100,203-83.7% | $85,240-80.8% | $145,897-88.8% |
| Participation rate | 94.1% | 74.1%+20.0pp | 67.5%+26.6pp | 80.3%+13.8pp |
| Annual return | 12.13% | 84.28%-72.2pp | 66.75%-54.6pp | 552.29%-540.2pp |
| Employer contribution / active EE | $2,870 | $3,242-11.5% | $2,735+4.9% | $4,663-38.5% |
| Participant deferral / active EE | $2,366 | $5,299-55.3% | $4,527-47.7% | $6,689-64.6% |
| Admin fee / account holder | $328 | $7,265-95.5% | $6,165-94.7% | $13,390-97.6% |