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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 | $29,637 | $157,276-81.2% | $141,177-79.0% | $152,885-80.6% |
| Participation rate | 94.7% | 84.8%+9.9pp | 82.5%+12.3pp | 82.5%+12.3pp |
| Annual return | 20.66% | 64.33%-43.7pp | 71.40%-50.7pp | 345.39%-324.7pp |
| Employer contribution / active EE | $2,204 | $5,262-58.1% | $4,736-53.5% | $4,763-53.7% |
| Participant deferral / active EE | $3,318 | $7,110-53.3% | $6,710-50.6% | $5,851-43.3% |
| Admin fee / account holder | $737 | $12,123-93.9% | $10,263-92.8% | $11,598-93.6% |