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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 | $23,225 | $183,539-87.3% | $155,556-85.1% | $145,897-84.1% |
| Participation rate | 94.4% | 82.7%+11.7pp | 78.2%+16.2pp | 80.3%+14.1pp |
| Annual return | 21.22% | 61.31%-40.1pp | 64.84%-43.6pp | 552.29%-531.1pp |
| Employer contribution / active EE | $1,713 | $5,315-67.8% | $4,675-63.4% | $4,663-63.3% |
| Participant deferral / active EE | $2,194 | $6,467-66.1% | $5,631-61.0% | $6,689-67.2% |
| Admin fee / account holder | $587 | $19,275-97.0% | $15,885-96.3% | $13,390-95.6% |