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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 | $19,685 | $183,516-89.3% | $155,534-87.3% | $145,884-86.5% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 31.67% | 61.43%-29.8pp | 64.92%-33.2pp | 551.85%-520.2pp |
| Employer contribution / active EE | $1,414 | $5,315-73.4% | $4,675-69.8% | $4,662-69.7% |
| Participant deferral / active EE | $2,535 | $6,467-60.8% | $5,630-55.0% | $6,690-62.1% |
| Admin fee / account holder | $1,147 | $19,293-94.1% | $15,900-92.8% | $13,392-91.4% |