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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 | $27,080 | $183,516-85.2% | $155,534-82.6% | $145,884-81.4% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 12.31% | 61.43%-49.1pp | 64.92%-52.6pp | 551.85%-539.5pp |
| Employer contribution / active EE | $3,668 | $5,315-31.0% | $4,675-21.5% | $4,662-21.3% |
| Participant deferral / active EE | $2,663 | $6,467-58.8% | $5,630-52.7% | $6,690-60.2% |
| Admin fee / account holder | $2,305 | $19,293-88.1% | $15,900-85.5% | $13,392-82.8% |