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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 | $18,760 | $148,629-87.4% | $135,982-86.2% | $139,487-86.6% |
| Participation rate | 90.9% | 83.9%+7.0pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 32.46% | 79.33%-46.9pp | 68.32%-35.9pp | 373.84%-341.4pp |
| Employer contribution / active EE | $2,891 | $5,247-44.9% | $4,859-40.5% | $4,755-39.2% |
| Participant deferral / active EE | $4,327 | $8,102-46.6% | $7,760-44.2% | $6,713-35.5% |
| Admin fee / account holder | $1,183 | $12,406-90.5% | $10,767-89.0% | $11,407-89.6% |