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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 | $13,658 | $102,595-86.7% | $94,057-85.5% | $154,746-91.2% |
| Participation rate | 85.7% | 76.0%+9.7pp | 73.3%+12.4pp | 80.7%+5.0pp |
| Annual return | 15.33% | 583.42%-568.1pp | 480.62%-465.3pp | 172.34%-157.0pp |
| Employer contribution / active EE | $1,887 | $3,147-40.0% | $2,933-35.6% | $4,379-56.9% |
| Participant deferral / active EE | $2,872 | $5,118-43.9% | $4,709-39.0% | $6,730-57.3% |
| Admin fee / account holder | $2,113 | $7,736-72.7% | $7,244-70.8% | $14,365-85.3% |