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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 | $18,176 | $225,673-91.9% | $203,872-91.1% | $155,188-88.3% |
| Participation rate | 83.3% | 80.3%+3.0pp | 77.8%+5.5pp | 80.8%+2.5pp |
| Annual return | 17.40% | 95.91%-78.5pp | 85.11%-67.7pp | 148.84%-131.4pp |
| Employer contribution / active EE | $1,521 | $4,099-62.9% | $3,757-59.5% | $4,248-64.2% |
| Participant deferral / active EE | $2,399 | $6,893-65.2% | $6,388-62.5% | $6,531-63.3% |
| Admin fee / account holder | $1,924 | $12,327-84.4% | $11,730-83.6% | $14,480-86.7% |