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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 | $21,952 | $183,539-88.0% | $155,556-85.9% | $145,897-85.0% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 11.07% | 61.31%-50.2pp | 64.84%-53.8pp | 552.29%-541.2pp |
| Employer contribution / active EE | $1,915 | $5,315-64.0% | $4,675-59.0% | $4,663-58.9% |
| Participant deferral / active EE | $3,939 | $6,467-39.1% | $5,631-30.0% | $6,689-41.1% |
| Admin fee / account holder | $4,181 | $19,275-78.3% | $15,885-73.7% | $13,390-68.8% |