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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 | $31,460 | $167,030-81.2% | $135,768-76.8% | $155,188-79.7% |
| Participation rate | 81.8% | 76.2%+5.7pp | 71.1%+10.7pp | 80.8%+1.0pp |
| Annual return | 21.62% | 678.39%-656.8pp | 526.10%-504.5pp | 148.84%-127.2pp |
| Employer contribution / active EE | $4,221 | $4,132+2.1% | $3,394+24.4% | $4,248-0.6% |
| Participant deferral / active EE | $11,447 | $4,528+152.8% | $3,977+187.8% | $6,531+75.3% |
| Admin fee / account holder | $390 | $8,172-95.2% | $7,048-94.5% | $14,480-97.3% |