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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 | $14,619 | $172,111-91.5% | $150,298-90.3% | $137,256-89.3% |
| Participation rate | 95.5% | 81.7%+13.7pp | 77.8%+17.7pp | 80.0%+15.5pp |
| Annual return | 17.71% | 69.37%-51.7pp | 62.79%-45.1pp | 220.34%-202.6pp |
| Employer contribution / active EE | $1,828 | $4,636-60.6% | $4,154-56.0% | $4,156-56.0% |
| Participant deferral / active EE | $4,561 | $6,166-26.0% | $5,453-16.4% | $6,407-28.8% |
| Admin fee / account holder | $6,725 | $16,471-59.2% | $14,116-52.4% | $12,270-45.2% |