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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 | $225,673-88.6% | $203,872-87.4% | $155,188-83.4% |
| Participation rate | 95.8% | 80.3%+15.5pp | 77.8%+18.0pp | 80.8%+15.0pp |
| Annual return | 22.55% | 95.91%-73.4pp | 85.11%-62.6pp | 148.84%-126.3pp |
| Employer contribution / active EE | $2,664 | $4,099-35.0% | $3,757-29.1% | $4,248-37.3% |
| Participant deferral / active EE | $4,178 | $6,893-39.4% | $6,388-34.6% | $6,531-36.0% |
| Admin fee / account holder | $626 | $12,327-94.9% | $11,730-94.7% | $14,480-95.7% |