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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 | $21,239 | $129,737-83.6% | $119,126-82.2% | $154,746-86.3% |
| Participation rate | 94.1% | 78.9%+15.3pp | 75.8%+18.4pp | 80.7%+13.4pp |
| Annual return | 20.73% | 379.08%-358.4pp | 282.11%-261.4pp | 172.34%-151.6pp |
| Employer contribution / active EE | $2,219 | $4,375-49.3% | $4,034-45.0% | $4,379-49.3% |
| Participant deferral / active EE | $4,907 | $5,842-16.0% | $5,318-7.7% | $6,730-27.1% |
| Admin fee / account holder | $708 | $11,961-94.1% | $10,693-93.4% | $14,365-95.1% |