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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 | $17,927 | $183,539-90.2% | $155,556-88.5% | $145,897-87.7% |
| Participation rate | 72.7% | 82.7%-10.0pp | 78.2%-5.5pp | 80.3%-7.6pp |
| Annual return | 18.47% | 61.31%-42.8pp | 64.84%-46.4pp | 552.29%-533.8pp |
| Employer contribution / active EE | $2,259 | $5,315-57.5% | $4,675-51.7% | $4,663-51.5% |
| Participant deferral / active EE | $3,202 | $6,467-50.5% | $5,631-43.1% | $6,689-52.1% |
| Admin fee / account holder | $470 | $19,275-97.6% | $15,885-97.0% | $13,390-96.5% |