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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 | $132,099-84.3% | $115,599-82.0% | $138,895-85.0% |
| Participation rate | 94.1% | 77.9%+16.3pp | 74.3%+19.8pp | 79.9%+14.2pp |
| Annual return | 13.16% | 176.76%-163.6pp | 111.10%-97.9pp | 145.39%-132.2pp |
| Employer contribution / active EE | $2,353 | $3,416-31.1% | $2,955-20.4% | $4,194-43.9% |
| Participant deferral / active EE | $0 | $5,617-100.0% | $4,889-100.0% | $6,396-100.0% |
| Admin fee / account holder | $356 | $15,650-97.7% | $12,841-97.2% | $12,562-97.2% |