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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 | $19,236 | $208,088-90.8% | $186,193-89.7% | $154,746-87.6% |
| Participation rate | 90.0% | 80.0%+10.0pp | 77.1%+12.9pp | 80.7%+9.3pp |
| Annual return | 17.09% | 89.97%-72.9pp | 78.03%-60.9pp | 172.34%-155.2pp |
| Employer contribution / active EE | $538 | $4,340-87.6% | $3,918-86.3% | $4,379-87.7% |
| Participant deferral / active EE | $1,625 | $7,078-77.0% | $6,513-75.1% | $6,730-75.9% |
| Admin fee / account holder | $1,030 | $11,698-91.2% | $11,058-90.7% | $14,365-92.8% |