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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 | $22,190 | $157,304-85.9% | $141,197-84.3% | $152,909-85.5% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.5%+7.5pp |
| Annual return | 20.05% | 64.34%-44.3pp | 71.41%-51.4pp | 345.46%-325.4pp |
| Employer contribution / active EE | $1,140 | $5,263-78.3% | $4,736-75.9% | $4,764-76.1% |
| Participant deferral / active EE | $3,959 | $7,111-44.3% | $6,710-41.0% | $5,851-32.3% |
| Admin fee / account holder | $766 | $12,126-93.7% | $10,265-92.5% | $11,601-93.4% |