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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 | $208,088-89.9% | $186,193-88.7% | $154,746-86.4% |
| Participation rate | 95.7% | 80.0%+15.7pp | 77.1%+18.5pp | 80.7%+15.0pp |
| Annual return | 19.57% | 89.97%-70.4pp | 78.03%-58.5pp | 172.34%-152.8pp |
| Employer contribution / active EE | $2,307 | $4,340-46.9% | $3,918-41.1% | $4,379-47.3% |
| Participant deferral / active EE | $4,102 | $7,078-42.1% | $6,513-37.0% | $6,730-39.1% |
| Admin fee / account holder | $4,737 | $11,698-59.5% | $11,058-57.2% | $14,365-67.0% |