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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 | $16,582 | $148,623-88.8% | $135,974-87.8% | $139,466-88.1% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 25.60% | 79.30%-53.7pp | 68.30%-42.7pp | 373.66%-348.1pp |
| Employer contribution / active EE | $2,872 | $5,246-45.3% | $4,859-40.9% | $4,754-39.6% |
| Participant deferral / active EE | $10,469 | $8,103+29.2% | $7,760+34.9% | $6,712+56.0% |
| Admin fee / account holder | $5,104 | $12,406-58.9% | $10,767-52.6% | $11,409-55.3% |