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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 | $14,889 | $169,237-91.2% | $129,339-88.5% | $145,978-89.8% |
| Participation rate | 81.3% | 76.5%+4.8pp | 69.6%+11.6pp | 80.3%+1.0pp |
| Annual return | 15.23% | 14364.43%-14349.2pp | 9437.05%-9421.8pp | 550.52%-535.3pp |
| Employer contribution / active EE | $2,806 | $5,540-49.4% | $4,154-32.5% | $4,662-39.8% |
| Participant deferral / active EE | $5,064 | $4,991+1.5% | $4,170+21.4% | $6,690-24.3% |
| Admin fee / account holder | $366 | $9,882-96.3% | $7,668-95.2% | $13,400-97.3% |