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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 | $20,850 | $148,623-86.0% | $135,974-84.7% | $139,466-85.1% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 30.39% | 79.30%-48.9pp | 68.30%-37.9pp | 373.66%-343.3pp |
| Employer contribution / active EE | $2,196 | $5,246-58.1% | $4,859-54.8% | $4,754-53.8% |
| Participant deferral / active EE | $4,607 | $8,103-43.1% | $7,760-40.6% | $6,712-31.4% |
| Admin fee / account holder | $306 | $12,406-97.5% | $10,767-97.2% | $11,409-97.3% |