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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 | $23,167 | $176,120-86.8% | $159,487-85.5% | $167,553-86.2% |
| Participation rate | 88.9% | 85.0%+3.9pp | 82.8%+6.1pp | 82.1%+6.8pp |
| Annual return | 12.34% | 331.95%-319.6pp | 263.71%-251.4pp | 478.89%-466.5pp |
| Employer contribution / active EE | $2,225 | $5,299-58.0% | $4,831-54.0% | $4,840-54.0% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $917 | $12,561-92.7% | $10,804-91.5% | $12,316-92.6% |