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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 | $24,895 | $157,304-84.2% | $141,197-82.4% | $152,909-83.7% |
| Participation rate | 93.3% | 84.8%+8.5pp | 82.5%+10.9pp | 82.5%+10.9pp |
| Annual return | 26.77% | 64.34%-37.6pp | 71.41%-44.6pp | 345.46%-318.7pp |
| Employer contribution / active EE | $1,783 | $5,263-66.1% | $4,736-62.4% | $4,764-62.6% |
| Participant deferral / active EE | $3,752 | $7,111-47.2% | $6,710-44.1% | $5,851-35.9% |
| Admin fee / account holder | $674 | $12,126-94.4% | $10,265-93.4% | $11,601-94.2% |