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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 | $111,535-83.8% | $105,223-82.9% | $137,256-86.9% |
| Participation rate | 92.9% | 78.1%+14.8pp | 75.0%+17.8pp | 80.0%+12.9pp |
| Annual return | 21.05% | 237.85%-216.8pp | 180.65%-159.6pp | 220.34%-199.3pp |
| Employer contribution / active EE | $2,294 | $3,939-41.8% | $3,689-37.8% | $4,156-44.8% |
| Participant deferral / active EE | $4,209 | $5,500-23.5% | $5,072-17.0% | $6,407-34.3% |
| Admin fee / account holder | $421 | $9,721-95.7% | $8,859-95.2% | $12,270-96.6% |