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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 | $33,259 | $196,972-83.1% | $182,262-81.8% | $198,609-83.3% |
| Participation rate | 93.8% | 85.7%+8.1pp | 84.2%+9.5pp | 82.4%+11.4pp |
| Annual return | 19.59% | 158.27%-138.7pp | 140.60%-121.0pp | 202.70%-183.1pp |
| Employer contribution / active EE | $2,372 | $5,364-55.8% | $5,046-53.0% | $5,055-53.1% |
| Participant deferral / active EE | $5,313 | $8,643-38.5% | $8,276-35.8% | $6,977-23.8% |
| Admin fee / account holder | $660 | $18,429-96.4% | $16,712-96.1% | $19,030-96.5% |