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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 | $148,558-87.4% | $135,925-86.2% | $139,427-86.5% |
| Participation rate | 90.9% | 83.9%+7.1pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 32.46% | 79.22%-46.8pp | 68.25%-35.8pp | 373.27%-340.8pp |
| Employer contribution / active EE | $2,891 | $5,244-44.9% | $4,857-40.5% | $4,752-39.2% |
| Participant deferral / active EE | $4,327 | $8,101-46.6% | $7,759-44.2% | $6,711-35.5% |
| Admin fee / account holder | $1,183 | $12,401-90.5% | $10,764-89.0% | $11,404-89.6% |