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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 | $19,469 | $148,629-86.9% | $135,982-85.7% | $139,487-86.0% |
| Participation rate | 92.3% | 83.9%+8.4pp | 81.9%+10.4pp | 80.3%+12.0pp |
| Annual return | 59.70% | 79.33%-19.6pp | 68.32%-8.6pp | 373.84%-314.1pp |
| Employer contribution / active EE | $2,872 | $5,247-45.3% | $4,859-40.9% | $4,755-39.6% |
| Participant deferral / active EE | $8,681 | $8,102+7.1% | $7,760+11.9% | $6,713+29.3% |
| Admin fee / account holder | $1,285 | $12,406-89.6% | $10,767-88.1% | $11,407-88.7% |