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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 | $18,192 | $183,539-90.1% | $155,556-88.3% | $145,897-87.5% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 12.74% | 61.31%-48.6pp | 64.84%-52.1pp | 552.29%-539.6pp |
| Employer contribution / active EE | $2,576 | $5,315-51.5% | $4,675-44.9% | $4,663-44.8% |
| Participant deferral / active EE | $3,891 | $6,467-39.8% | $5,631-30.9% | $6,689-41.8% |
| Admin fee / account holder | $1,535 | $19,275-92.0% | $15,885-90.3% | $13,390-88.5% |