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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 | $27,764 | $24,618+12.8% | $71,585-61.2% | $82,637-66.4% |
| Participation rate | 93.9% | 68.2%+25.7pp | 68.2%+25.8pp | 68.1%+25.9pp |
| Annual return | 16.30% | 93.17%-76.9pp | 59.26%-43.0pp | 53.51%-37.2pp |
| Employer contribution / active EE | $1,986 | $852+133.1% | $1,669+19.0% | $2,552-22.2% |
| Participant deferral / active EE | $4,617 | $1,720+168.4% | $2,923+57.9% | $4,126+11.9% |
| Admin fee / account holder | $4,085 | $3,285+24.4% | $4,712-13.3% | $7,339-44.3% |