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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 | $15,101 | $138,102-89.1% | $125,381-88.0% | $134,532-88.8% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | 8.55% | 750.73%-742.2pp | 572.31%-563.8pp | 418.27%-409.7pp |
| Employer contribution / active EE | $1,763 | $5,245-66.4% | $4,815-63.4% | $4,741-62.8% |
| Participant deferral / active EE | $4,312 | $7,801-44.7% | $7,448-42.1% | $6,401-32.6% |
| Admin fee / account holder | $1,436 | $11,568-87.6% | $10,007-85.7% | $11,429-87.4% |