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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 | $24,103 | $157,304-84.7% | $141,197-82.9% | $152,909-84.2% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.5%+6.4pp |
| Annual return | 28.42% | 64.34%-35.9pp | 71.41%-43.0pp | 345.46%-317.0pp |
| Employer contribution / active EE | $1,918 | $5,263-63.6% | $4,736-59.5% | $4,764-59.7% |
| Participant deferral / active EE | $6,489 | $7,111-8.8% | $6,710-3.3% | $5,851+10.9% |
| Admin fee / account holder | $401 | $12,126-96.7% | $10,265-96.1% | $11,601-96.5% |