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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 | $19,247 | $183,592-89.5% | $155,574-87.6% | $145,877-86.8% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 14.99% | 61.37%-46.4pp | 64.87%-49.9pp | 551.28%-536.3pp |
| Employer contribution / active EE | $1,191 | $5,317-77.6% | $4,676-74.5% | $4,663-74.5% |
| Participant deferral / active EE | $3,056 | $6,466-52.7% | $5,629-45.7% | $6,691-54.3% |
| Admin fee / account holder | $1,434 | $19,316-92.6% | $15,914-91.0% | $13,402-89.3% |