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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 | $19,514 | $148,623-86.9% | $135,974-85.6% | $139,466-86.0% |
| Participation rate | 86.7% | 83.9%+2.8pp | 81.9%+4.7pp | 80.3%+6.3pp |
| Annual return | 34.76% | 79.30%-44.5pp | 68.30%-33.5pp | 373.66%-338.9pp |
| Employer contribution / active EE | $4,159 | $5,246-20.7% | $4,859-14.4% | $4,754-12.5% |
| Participant deferral / active EE | $8,978 | $8,103+10.8% | $7,760+15.7% | $6,712+33.8% |
| Admin fee / account holder | $2,479 | $12,406-80.0% | $10,767-77.0% | $11,409-78.3% |