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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 | $19,909 | $183,592-89.2% | $155,574-87.2% | $145,877-86.4% |
| Participation rate | 81.3% | 82.7%-1.4pp | 78.2%+3.0pp | 80.3%+0.9pp |
| Annual return | 10.27% | 61.37%-51.1pp | 64.87%-54.6pp | 551.28%-541.0pp |
| Employer contribution / active EE | $3,849 | $5,317-27.6% | $4,676-17.7% | $4,663-17.5% |
| Participant deferral / active EE | $3,392 | $6,466-47.5% | $5,629-39.7% | $6,691-49.3% |
| Admin fee / account holder | $398 | $19,316-97.9% | $15,914-97.5% | $13,402-97.0% |