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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 | $18,630 | $148,623-87.5% | $135,974-86.3% | $139,466-86.6% |
| Participation rate | 86.7% | 83.9%+2.8pp | 81.9%+4.7pp | 80.3%+6.3pp |
| Annual return | 19.93% | 79.30%-59.4pp | 68.30%-48.4pp | 373.66%-353.7pp |
| Employer contribution / active EE | $1,960 | $5,246-62.6% | $4,859-59.7% | $4,754-58.8% |
| Participant deferral / active EE | $4,231 | $8,103-47.8% | $7,760-45.5% | $6,712-37.0% |
| Admin fee / account holder | $2,174 | $12,406-82.5% | $10,767-79.8% | $11,409-80.9% |