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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 | $18,020 | $129,737-86.1% | $119,126-84.9% | $154,746-88.4% |
| Participation rate | 92.9% | 78.9%+14.0pp | 75.8%+17.1pp | 80.7%+12.2pp |
| Annual return | 21.05% | 379.08%-358.0pp | 282.11%-261.1pp | 172.34%-151.3pp |
| Employer contribution / active EE | $2,294 | $4,375-47.6% | $4,034-43.1% | $4,379-47.6% |
| Participant deferral / active EE | $4,209 | $5,842-28.0% | $5,318-20.9% | $6,730-37.5% |
| Admin fee / account holder | $421 | $11,961-96.5% | $10,693-96.1% | $14,365-97.1% |