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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 | $14,208 | $108,942-87.0% | $100,415-85.9% | $145,897-90.3% |
| Participation rate | 91.7% | 83.0%+8.7pp | 81.5%+10.1pp | 80.3%+11.4pp |
| Annual return | 16.78% | 58.27%-41.5pp | 49.47%-32.7pp | 552.29%-535.5pp |
| Employer contribution / active EE | $677 | $4,422-84.7% | $3,943-82.8% | $4,663-85.5% |
| Participant deferral / active EE | $9,271 | $8,461+9.6% | $8,091+14.6% | $6,689+38.6% |
| Admin fee / account holder | $391 | $9,702-96.0% | $7,906-95.1% | $13,390-97.1% |