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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 | $24,552 | $183,592-86.6% | $155,574-84.2% | $145,877-83.2% |
| Participation rate | 95.0% | 82.7%+12.3pp | 78.2%+16.8pp | 80.3%+14.7pp |
| Annual return | 15.80% | 61.37%-45.6pp | 64.87%-49.1pp | 551.28%-535.5pp |
| Employer contribution / active EE | $1,511 | $5,317-71.6% | $4,676-67.7% | $4,663-67.6% |
| Participant deferral / active EE | $3,731 | $6,466-42.3% | $5,629-33.7% | $6,691-44.2% |
| Admin fee / account holder | $662 | $19,316-96.6% | $15,914-95.8% | $13,402-95.1% |