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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 | $19,679 | $129,737-84.8% | $119,126-83.5% | $154,746-87.3% |
| Participation rate | 83.3% | 78.9%+4.5pp | 75.8%+7.6pp | 80.7%+2.6pp |
| Annual return | 21.38% | 379.08%-357.7pp | 282.11%-260.7pp | 172.34%-151.0pp |
| Employer contribution / active EE | $3,074 | $4,375-29.7% | $4,034-23.8% | $4,379-29.8% |
| Participant deferral / active EE | $4,415 | $5,842-24.4% | $5,318-17.0% | $6,730-34.4% |
| Admin fee / account holder | $1,693 | $11,961-85.8% | $10,693-84.2% | $14,365-88.2% |