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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 | $24,878 | $125,184-80.1% | $105,607-76.4% | $145,884-82.9% |
| Participation rate | 88.2% | 77.6%+10.6pp | 75.3%+13.0pp | 80.3%+7.9pp |
| Annual return | 10.56% | 225.00%-214.4pp | 116.11%-105.5pp | 551.85%-541.3pp |
| Employer contribution / active EE | $1,790 | $3,720-51.9% | $3,167-43.5% | $4,662-61.6% |
| Participant deferral / active EE | $1,809 | $5,714-68.3% | $5,011-63.9% | $6,690-73.0% |
| Admin fee / account holder | $417 | $17,133-97.6% | $10,958-96.2% | $13,392-96.9% |