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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 | $33,831 | $227,291-85.1% | $214,702-84.2% | $155,188-78.2% |
| Participation rate | 88.9% | 88.0%+0.9pp | 87.5%+1.4pp | 80.8%+8.1pp |
| Annual return | 20.41% | 60.08%-39.7pp | 54.55%-34.1pp | 148.84%-128.4pp |
| Employer contribution / active EE | $2,791 | $6,772-58.8% | $6,461-56.8% | $4,248-34.3% |
| Participant deferral / active EE | $4,654 | $9,582-51.4% | $9,147-49.1% | $6,531-28.7% |
| Admin fee / account holder | $599 | $20,413-97.1% | $19,830-97.0% | $14,480-95.9% |