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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 | $16,132 | $95,406-83.1% | $185,849-91.3% | $85,847-81.2% |
| Participation rate | 89.7% | 68.8%+20.9pp | 81.7%+8.0pp | 69.3%+20.4pp |
| Annual return | 37.07% | 23.59%+13.5pp | 122.10%-85.0pp | 318.61%-281.5pp |
| Employer contribution / active EE | $1,571 | $3,314-52.6% | $5,169-69.6% | $2,565-38.8% |
| Participant deferral / active EE | $3,166 | $3,424-7.5% | $5,569-43.2% | $3,952-19.9% |
| Admin fee / account holder | $651 | $7,214-91.0% | $16,244-96.0% | $6,261-89.6% |