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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 | $23,931 | $183,539-87.0% | $155,556-84.6% | $145,897-83.6% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 12.54% | 61.31%-48.8pp | 64.84%-52.3pp | 552.29%-539.8pp |
| Employer contribution / active EE | $2,285 | $5,315-57.0% | $4,675-51.1% | $4,663-51.0% |
| Participant deferral / active EE | $5,303 | $6,467-18.0% | $5,631-5.8% | $6,689-20.7% |
| Admin fee / account holder | $1,957 | $19,275-89.8% | $15,885-87.7% | $13,390-85.4% |