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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 | $20,971 | $225,673-90.7% | $203,872-89.7% | $155,188-86.5% |
| Participation rate | 95.7% | 80.3%+15.3pp | 77.8%+17.9pp | 80.8%+14.8pp |
| Annual return | 19.57% | 95.91%-76.3pp | 85.11%-65.5pp | 148.84%-129.3pp |
| Employer contribution / active EE | $2,307 | $4,099-43.7% | $3,757-38.6% | $4,248-45.7% |
| Participant deferral / active EE | $4,102 | $6,893-40.5% | $6,388-35.8% | $6,531-37.2% |
| Admin fee / account holder | $4,737 | $12,327-61.6% | $11,730-59.6% | $14,480-67.3% |