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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 | $26,933 | $157,304-82.9% | $141,197-80.9% | $152,909-82.4% |
| Participation rate | 95.7% | 84.8%+10.8pp | 82.5%+13.2pp | 82.5%+13.2pp |
| Annual return | 24.09% | 64.34%-40.3pp | 71.41%-47.3pp | 345.46%-321.4pp |
| Employer contribution / active EE | $3,337 | $5,263-36.6% | $4,736-29.5% | $4,764-29.9% |
| Participant deferral / active EE | $7,733 | $7,111+8.8% | $6,710+15.2% | $5,851+32.2% |
| Admin fee / account holder | $1,011 | $12,126-91.7% | $10,265-90.2% | $11,601-91.3% |