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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 | $22,036 | $181,062-87.8% | $158,223-86.1% | $155,188-85.8% |
| Participation rate | 85.7% | 82.7%+3.1pp | 79.2%+6.5pp | 80.8%+4.9pp |
| Annual return | 21.02% | 57.39%-36.4pp | 52.09%-31.1pp | 148.84%-127.8pp |
| Employer contribution / active EE | $2,197 | $4,565-51.9% | $4,109-46.5% | $4,248-48.3% |
| Participant deferral / active EE | $2,849 | $6,134-53.6% | $5,467-47.9% | $6,531-56.4% |
| Admin fee / account holder | $453 | $18,825-97.6% | $16,047-97.2% | $14,480-96.9% |