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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 | $17,878 | $160,028-88.8% | $147,080-87.8% | $145,884-87.7% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 12.26% | 98.60%-86.3pp | 420.17%-407.9pp | 551.85%-539.6pp |
| Employer contribution / active EE | $1,513 | $5,286-71.4% | $4,933-69.3% | $4,662-67.5% |
| Participant deferral / active EE | $3,257 | $8,422-61.3% | $8,066-59.6% | $6,690-51.3% |
| Admin fee / account holder | $1,813 | $15,030-87.9% | $12,989-86.0% | $13,392-86.5% |