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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 | $20,123 | $107,368-81.3% | $92,915-78.3% | $152,909-86.8% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.5%+5.0pp |
| Annual return | 25.87% | 145.64%-119.8pp | 109.45%-83.6pp | 345.46%-319.6pp |
| Employer contribution / active EE | $1,954 | $4,222-53.7% | $3,653-46.5% | $4,764-59.0% |
| Participant deferral / active EE | $3,449 | $4,848-28.9% | $4,238-18.6% | $5,851-41.1% |
| Admin fee / account holder | $2,772 | $7,082-60.9% | $5,796-52.2% | $11,601-76.1% |