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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 | $23,622 | $183,539-87.1% | $155,556-84.8% | $145,897-83.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 14.01% | 61.31%-47.3pp | 64.84%-50.8pp | 552.29%-538.3pp |
| Employer contribution / active EE | $1,370 | $5,315-74.2% | $4,675-70.7% | $4,663-70.6% |
| Participant deferral / active EE | $4,349 | $6,467-32.7% | $5,631-22.8% | $6,689-35.0% |
| Admin fee / account holder | $355 | $19,275-98.2% | $15,885-97.8% | $13,390-97.3% |