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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 | $14,797 | $108,922-86.4% | $100,398-85.3% | $145,978-89.9% |
| Participation rate | 87.0% | 83.0%+4.0pp | 81.5%+5.5pp | 80.3%+6.7pp |
| Annual return | 35.40% | 58.04%-22.6pp | 49.32%-13.9pp | 550.52%-515.1pp |
| Employer contribution / active EE | $0 | $4,426-100.0% | $3,946-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,851 | $8,450-30.8% | $8,084-27.6% | $6,690-12.5% |
| Admin fee / account holder | $676 | $9,680-93.0% | $7,893-91.4% | $13,400-95.0% |