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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 | $30,664 | $183,516-83.3% | $155,534-80.3% | $145,884-79.0% |
| Participation rate | 94.1% | 82.7%+11.4pp | 78.2%+15.9pp | 80.3%+13.8pp |
| Annual return | 10.76% | 61.43%-50.7pp | 64.92%-54.2pp | 551.85%-541.1pp |
| Employer contribution / active EE | $1,786 | $5,315-66.4% | $4,675-61.8% | $4,662-61.7% |
| Participant deferral / active EE | $2,461 | $6,467-62.0% | $5,630-56.3% | $6,690-63.2% |
| Admin fee / account holder | $998 | $19,293-94.8% | $15,900-93.7% | $13,392-92.5% |