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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 | $14,145 | $172,111-91.8% | $150,298-90.6% | $137,256-89.7% |
| Participation rate | 92.9% | 81.7%+11.1pp | 77.8%+15.1pp | 80.0%+12.9pp |
| Annual return | 19.68% | 69.37%-49.7pp | 62.79%-43.1pp | 220.34%-200.7pp |
| Employer contribution / active EE | $2,340 | $4,636-49.5% | $4,154-43.7% | $4,156-43.7% |
| Participant deferral / active EE | $3,177 | $6,166-48.5% | $5,453-41.7% | $6,407-50.4% |
| Admin fee / account holder | $1,276 | $16,471-92.3% | $14,116-91.0% | $12,270-89.6% |