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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 | $17,309 | $183,516-90.6% | $155,534-88.9% | $145,884-88.1% |
| Participation rate | 82.4% | 82.7%-0.4pp | 78.2%+4.1pp | 80.3%+2.1pp |
| Annual return | 20.43% | 61.43%-41.0pp | 64.92%-44.5pp | 551.85%-531.4pp |
| Employer contribution / active EE | $1,183 | $5,315-77.7% | $4,675-74.7% | $4,662-74.6% |
| Participant deferral / active EE | $5,953 | $6,467-7.9% | $5,630+5.7% | $6,690-11.0% |
| Admin fee / account holder | $371 | $19,293-98.1% | $15,900-97.7% | $13,392-97.2% |