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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 | $23,778 | $132,634-82.1% | $115,768-79.5% | $137,256-82.7% |
| Participation rate | 84.6% | 77.9%+6.7pp | 74.4%+10.2pp | 80.0%+4.7pp |
| Annual return | 20.89% | 160.70%-139.8pp | 100.46%-79.6pp | 220.34%-199.4pp |
| Employer contribution / active EE | $2,376 | $3,360-29.3% | $2,940-19.2% | $4,156-42.8% |
| Participant deferral / active EE | $6,264 | $5,619+11.5% | $4,917+27.4% | $6,407-2.2% |
| Admin fee / account holder | $2,781 | $15,028-81.5% | $12,439-77.6% | $12,270-77.3% |