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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 | $25,722 | $208,088-87.6% | $186,193-86.2% | $154,746-83.4% |
| Participation rate | 95.8% | 80.0%+15.8pp | 77.1%+18.7pp | 80.7%+15.1pp |
| Annual return | 22.55% | 89.97%-67.4pp | 78.03%-55.5pp | 172.34%-149.8pp |
| Employer contribution / active EE | $2,664 | $4,340-38.6% | $3,918-32.0% | $4,379-39.2% |
| Participant deferral / active EE | $4,178 | $7,078-41.0% | $6,513-35.8% | $6,730-37.9% |
| Admin fee / account holder | $626 | $11,698-94.7% | $11,058-94.3% | $14,365-95.6% |