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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 | $23,794 | $160,040-85.1% | $147,096-83.8% | $145,877-83.7% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 13.27% | 98.49%-85.2pp | 419.75%-406.5pp | 551.28%-538.0pp |
| Employer contribution / active EE | $2,456 | $5,289-53.6% | $4,936-50.2% | $4,663-47.3% |
| Participant deferral / active EE | $3,766 | $8,429-55.3% | $8,071-53.3% | $6,691-43.7% |
| Admin fee / account holder | $544 | $15,050-96.4% | $13,005-95.8% | $13,402-95.9% |