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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 | $30,949 | $148,623-79.2% | $135,974-77.2% | $139,466-77.8% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 22.71% | 79.30%-56.6pp | 68.30%-45.6pp | 373.66%-350.9pp |
| Employer contribution / active EE | $1,436 | $5,246-72.6% | $4,859-70.4% | $4,754-69.8% |
| Participant deferral / active EE | $2,582 | $8,103-68.1% | $7,760-66.7% | $6,712-61.5% |
| Admin fee / account holder | $469 | $12,406-96.2% | $10,767-95.6% | $11,409-95.9% |