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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 | $18,862 | $82,674-77.2% | $125,381-85.0% | $68,486-72.5% |
| Participation rate | 92.6% | 75.1%+17.5pp | 82.4%+10.2pp | 67.9%+24.7pp |
| Annual return | 19.68% | -5.97%+25.6pp | 572.31%-552.6pp | -7.85%+27.5pp |
| Employer contribution / active EE | $5,007 | $3,382+48.1% | $4,815+4.0% | $2,597+92.8% |
| Participant deferral / active EE | $8,569 | $6,111+40.2% | $7,448+15.1% | $4,028+112.8% |
| Admin fee / account holder | $701 | $6,277-88.8% | $10,007-93.0% | $5,404-87.0% |