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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 | $21,931 | $110,379-80.1% | $102,412-78.6% | $145,884-85.0% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 21.76% | 24.84%-3.1pp | 24.94%-3.2pp | 551.85%-530.1pp |
| Employer contribution / active EE | $2,642 | $4,216-37.3% | $3,870-31.7% | $4,662-43.3% |
| Participant deferral / active EE | $5,970 | $5,622+6.2% | $5,060+18.0% | $6,690-10.8% |
| Admin fee / account holder | $928 | $9,745-90.5% | $8,388-88.9% | $13,392-93.1% |