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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 | $16,986 | $148,623-88.6% | $135,974-87.5% | $139,466-87.8% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 28.40% | 79.30%-50.9pp | 68.30%-39.9pp | 373.66%-345.3pp |
| Employer contribution / active EE | $2,021 | $5,246-61.5% | $4,859-58.4% | $4,754-57.5% |
| Participant deferral / active EE | $5,896 | $8,103-27.2% | $7,760-24.0% | $6,712-12.2% |
| Admin fee / account holder | $1,724 | $12,406-86.1% | $10,767-84.0% | $11,409-84.9% |