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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 | $29,252 | $183,516-84.1% | $155,534-81.2% | $145,884-79.9% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 9.57% | 61.43%-51.9pp | 64.92%-55.4pp | 551.85%-542.3pp |
| Employer contribution / active EE | $1,816 | $5,315-65.8% | $4,675-61.1% | $4,662-61.0% |
| Participant deferral / active EE | $2,590 | $6,467-59.9% | $5,630-54.0% | $6,690-61.3% |
| Admin fee / account holder | $1,056 | $19,293-94.5% | $15,900-93.4% | $13,392-92.1% |