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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 | $17,984 | $148,623-87.9% | $135,974-86.8% | $139,466-87.1% |
| Participation rate | 84.6% | 83.9%+0.8pp | 81.9%+2.7pp | 80.3%+4.3pp |
| Annual return | 22.32% | 79.30%-57.0pp | 68.30%-46.0pp | 373.66%-351.3pp |
| Employer contribution / active EE | $1,699 | $5,246-67.6% | $4,859-65.0% | $4,754-64.3% |
| Participant deferral / active EE | $3,837 | $8,103-52.6% | $7,760-50.6% | $6,712-42.8% |
| Admin fee / account holder | $448 | $12,406-96.4% | $10,767-95.8% | $11,409-96.1% |