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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 | $19,519 | $72,071-72.9% | $68,368-71.4% | $137,256-85.8% |
| Participation rate | 95.5% | 76.2%+19.2pp | 73.8%+21.7pp | 80.0%+15.5pp |
| Annual return | 14.65% | 353.14%-338.5pp | 292.57%-277.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $966 | $2,788-65.3% | $2,649-63.5% | $4,156-76.8% |
| Participant deferral / active EE | $1,113 | $4,410-74.8% | $4,123-73.0% | $6,407-82.6% |
| Admin fee / account holder | $2,005 | $5,336-62.4% | $5,150-61.1% | $12,270-83.7% |