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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 | $14,399 | $103,038-86.0% | $90,324-84.1% | $152,909-90.6% |
| Participation rate | 90.9% | 75.9%+15.0pp | 73.3%+17.6pp | 82.5%+8.5pp |
| Annual return | 22.66% | 95.25%-72.6pp | 78.15%-55.5pp | 345.46%-322.8pp |
| Employer contribution / active EE | $3,688 | $3,141+17.4% | $2,856+29.1% | $4,764-22.6% |
| Participant deferral / active EE | $3,224 | $4,282-24.7% | $3,885-17.0% | $5,851-44.9% |
| Admin fee / account holder | $2,918 | $6,177-52.8% | $5,356-45.5% | $11,601-74.8% |