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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 | $111,535-81.0% | $105,223-79.8% | $137,256-84.5% |
| Participation rate | 94.1% | 78.1%+16.0pp | 75.0%+19.1pp | 80.0%+14.2pp |
| Annual return | 20.73% | 237.85%-217.1pp | 180.65%-159.9pp | 220.34%-199.6pp |
| Employer contribution / active EE | $2,219 | $3,939-43.7% | $3,689-39.8% | $4,156-46.6% |
| Participant deferral / active EE | $4,907 | $5,500-10.8% | $5,072-3.2% | $6,407-23.4% |
| Admin fee / account holder | $708 | $9,721-92.7% | $8,859-92.0% | $12,270-94.2% |