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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 | $26,467 | $211,224-87.5% | $178,505-85.2% | $145,897-81.9% |
| Participation rate | 84.6% | 80.8%+3.8pp | 77.1%+7.5pp | 80.3%+4.3pp |
| Annual return | 52.46% | 30.28%+22.2pp | 27.16%+25.3pp | 552.29%-499.8pp |
| Employer contribution / active EE | $2,350 | $4,577-48.7% | $3,955-40.6% | $4,663-49.6% |
| Participant deferral / active EE | $0 | $6,966-100.0% | $6,280-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,091 | $12,109-91.0% | $10,428-89.5% | $13,390-91.9% |