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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 | $16,908 | $148,629-88.6% | $135,982-87.6% | $139,487-87.9% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.7pp | 80.3%+11.3pp |
| Annual return | 12.87% | 79.33%-66.5pp | 68.32%-55.5pp | 373.84%-361.0pp |
| Employer contribution / active EE | $1,532 | $5,247-70.8% | $4,859-68.5% | $4,755-67.8% |
| Participant deferral / active EE | $2,819 | $8,102-65.2% | $7,760-63.7% | $6,713-58.0% |
| Admin fee / account holder | $583 | $12,406-95.3% | $10,767-94.6% | $11,407-94.9% |