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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 | $18,159 | $148,623-87.8% | $135,974-86.6% | $139,466-87.0% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 16.64% | 79.30%-62.7pp | 68.30%-51.7pp | 373.66%-357.0pp |
| Employer contribution / active EE | $2,613 | $5,246-50.2% | $4,859-46.2% | $4,754-45.0% |
| Participant deferral / active EE | $2,647 | $8,103-67.3% | $7,760-65.9% | $6,712-60.6% |
| Admin fee / account holder | $2,442 | $12,406-80.3% | $10,767-77.3% | $11,409-78.6% |