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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 | $25,793 | $160,028-83.9% | $147,080-82.5% | $145,884-82.3% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 14.45% | 98.60%-84.2pp | 420.17%-405.7pp | 551.85%-537.4pp |
| Employer contribution / active EE | $2,386 | $5,286-54.9% | $4,933-51.6% | $4,662-48.8% |
| Participant deferral / active EE | $8,419 | $8,4220% | $8,066+4.4% | $6,690+25.9% |
| Admin fee / account holder | $911 | $15,030-93.9% | $12,989-93.0% | $13,392-93.2% |