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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 | $15,909 | $108,942-85.4% | $100,415-84.2% | $145,897-89.1% |
| Participation rate | 92.3% | 83.0%+9.3pp | 81.5%+10.8pp | 80.3%+12.0pp |
| Annual return | 46.62% | 58.27%-11.6pp | 49.47%-2.9pp | 552.29%-505.7pp |
| Employer contribution / active EE | $549 | $4,422-87.6% | $3,943-86.1% | $4,663-88.2% |
| Participant deferral / active EE | $15,760 | $8,461+86.3% | $8,091+94.8% | $6,689+135.6% |
| Admin fee / account holder | $5,348 | $9,702-44.9% | $7,906-32.4% | $13,390-60.1% |