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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 | $38,678 | $225,673-82.9% | $203,872-81.0% | $155,188-75.1% |
| Participation rate | 92.9% | 80.3%+12.5pp | 77.8%+15.1pp | 80.8%+12.1pp |
| Annual return | 20.09% | 95.91%-75.8pp | 85.11%-65.0pp | 148.84%-128.7pp |
| Employer contribution / active EE | $3,604 | $4,099-12.1% | $3,757-4.1% | $4,248-15.2% |
| Participant deferral / active EE | $3,659 | $6,893-46.9% | $6,388-42.7% | $6,531-44.0% |
| Admin fee / account holder | $682 | $12,327-94.5% | $11,730-94.2% | $14,480-95.3% |