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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 | $17,497 | $183,539-90.5% | $155,556-88.8% | $145,897-88.0% |
| Participation rate | 76.9% | 82.7%-5.8pp | 78.2%-1.3pp | 80.3%-3.4pp |
| Annual return | 14.08% | 61.31%-47.2pp | 64.84%-50.8pp | 552.29%-538.2pp |
| Employer contribution / active EE | $1,584 | $5,315-70.2% | $4,675-66.1% | $4,663-66.0% |
| Participant deferral / active EE | $4,541 | $6,467-29.8% | $5,631-19.4% | $6,689-32.1% |
| Admin fee / account holder | $799 | $19,275-95.9% | $15,885-95.0% | $13,390-94.0% |