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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 | $18,192 | $183,592-90.1% | $155,567-88.3% | $145,959-87.5% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 12.74% | 61.24%-48.5pp | 64.74%-52.0pp | 561.95%-549.2pp |
| Employer contribution / active EE | $2,576 | $5,315-51.5% | $4,674-44.9% | $4,661-44.7% |
| Participant deferral / active EE | $3,891 | $6,464-39.8% | $5,628-30.9% | $6,689-41.8% |
| Admin fee / account holder | $1,535 | $19,318-92.1% | $15,916-90.4% | $13,398-88.5% |