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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 | $20,085 | $106,247-81.1% | $96,515-79.2% | $139,466-85.6% |
| Participation rate | 88.9% | 77.8%+11.0pp | 74.3%+14.5pp | 80.3%+8.6pp |
| Annual return | 69.76% | 38.47%+31.3pp | 35.73%+34.0pp | 373.66%-303.9pp |
| Employer contribution / active EE | $1,362 | $4,106-66.8% | $3,740-63.6% | $4,754-71.4% |
| Participant deferral / active EE | $2,538 | $5,456-53.5% | $4,880-48.0% | $6,712-62.2% |
| Admin fee / account holder | $1,608 | $7,885-79.6% | $6,735-76.1% | $11,409-85.9% |