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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 | $18,869 | $110,337-82.9% | $102,383-81.6% | $145,877-87.1% |
| Participation rate | 95.5% | 77.9%+17.5pp | 74.5%+20.9pp | 80.3%+15.2pp |
| Annual return | 12.73% | 24.83%-12.1pp | 24.94%-12.2pp | 551.28%-538.6pp |
| Employer contribution / active EE | $5,635 | $4,216+33.7% | $3,870+45.6% | $4,663+20.9% |
| Participant deferral / active EE | $3,122 | $5,621-44.5% | $5,060-38.3% | $6,691-53.3% |
| Admin fee / account holder | $2,323 | $9,750-76.2% | $8,391-72.3% | $13,402-82.7% |