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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 | $20,801 | $132,634-84.3% | $115,768-82.0% | $137,256-84.8% |
| Participation rate | 94.1% | 77.9%+16.2pp | 74.4%+19.7pp | 80.0%+14.2pp |
| Annual return | 13.16% | 160.70%-147.5pp | 100.46%-87.3pp | 220.34%-207.2pp |
| Employer contribution / active EE | $2,353 | $3,360-30.0% | $2,940-20.0% | $4,156-43.4% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $356 | $15,028-97.6% | $12,439-97.1% | $12,270-97.1% |