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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 | $17,423 | $183,516-90.5% | $155,534-88.8% | $145,884-88.1% |
| Participation rate | 94.7% | 82.7%+12.0pp | 78.2%+16.5pp | 80.3%+14.4pp |
| Annual return | 16.97% | 61.43%-44.5pp | 64.92%-47.9pp | 551.85%-534.9pp |
| Employer contribution / active EE | $2,922 | $5,315-45.0% | $4,675-37.5% | $4,662-37.3% |
| Participant deferral / active EE | $4,634 | $6,467-28.3% | $5,630-17.7% | $6,690-30.7% |
| Admin fee / account holder | $609 | $19,293-96.8% | $15,900-96.2% | $13,392-95.5% |