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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 | $18,507 | $183,627-89.9% | $155,602-88.1% | $145,978-87.3% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 11.04% | 61.32%-50.3pp | 64.81%-53.8pp | 550.52%-539.5pp |
| Employer contribution / active EE | $2,791 | $5,316-47.5% | $4,675-40.3% | $4,662-40.1% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,690-100.0% |
| Admin fee / account holder | $319 | $19,327-98.3% | $15,923-98.0% | $13,400-97.6% |