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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 | $18,453 | $183,539-89.9% | $155,556-88.1% | $145,897-87.4% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 16.97% | 61.31%-44.3pp | 64.84%-47.9pp | 552.29%-535.3pp |
| Employer contribution / active EE | $1,234 | $5,315-76.8% | $4,675-73.6% | $4,663-73.5% |
| Participant deferral / active EE | $4,492 | $6,467-30.5% | $5,631-20.2% | $6,689-32.9% |
| Admin fee / account holder | $1,777 | $19,275-90.8% | $15,885-88.8% | $13,390-86.7% |