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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 | $19,758 | $175,231-88.7% | $149,696-86.8% | $139,466-85.8% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 14.00% | 166.77%-152.8pp | 134.46%-120.5pp | 373.66%-359.7pp |
| Employer contribution / active EE | $1,994 | $5,478-63.6% | $4,821-58.6% | $4,754-58.1% |
| Participant deferral / active EE | $4,018 | $6,521-38.4% | $5,682-29.3% | $6,712-40.1% |
| Admin fee / account holder | $334 | $16,155-97.9% | $13,212-97.5% | $11,409-97.1% |