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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 | $25,317 | $165,361-84.7% | $149,715-83.1% | $158,950-84.1% |
| Participation rate | 95.2% | 84.6%+10.7pp | 82.5%+12.8pp | 82.0%+13.3pp |
| Annual return | 12.24% | 348.24%-336.0pp | 276.66%-264.4pp | 302.91%-290.7pp |
| Employer contribution / active EE | $1,580 | $5,103-69.0% | $4,645-66.0% | $4,762-66.8% |
| Participant deferral / active EE | $2,832 | $7,182-60.6% | $6,842-58.6% | $5,983-52.7% |
| Admin fee / account holder | $1,389 | $10,808-87.1% | $9,310-85.1% | $11,248-87.6% |