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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 | $19,669 | $159,978-87.7% | $147,041-86.6% | $145,978-86.5% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 13.00% | 98.36%-85.4pp | 419.21%-406.2pp | 550.52%-537.5pp |
| Employer contribution / active EE | $1,602 | $5,288-69.7% | $4,935-67.5% | $4,662-65.6% |
| Participant deferral / active EE | $4,180 | $8,429-50.4% | $8,071-48.2% | $6,690-37.5% |
| Admin fee / account holder | $543 | $15,053-96.4% | $13,006-95.8% | $13,400-96.0% |