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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 | $19,336 | $126,661-84.7% | $113,397-82.9% | $138,895-86.1% |
| Participation rate | 70.6% | 79.4%-8.9pp | 76.5%-5.9pp | 79.9%-9.3pp |
| Annual return | 56.59% | 25.05%+31.5pp | 23.20%+33.4pp | 145.39%-88.8pp |
| Employer contribution / active EE | $2,416 | $3,456-30.1% | $2,977-18.8% | $4,194-42.4% |
| Participant deferral / active EE | $3,418 | $5,693-40.0% | $5,076-32.7% | $6,396-46.6% |
| Admin fee / account holder | $851 | $14,549-94.2% | $11,957-92.9% | $12,562-93.2% |