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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 | $16,333 | $154,228-89.4% | $145,433-88.8% | $137,256-88.1% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 24.29% | 74.59%-50.3pp | 66.58%-42.3pp | 220.34%-196.0pp |
| Employer contribution / active EE | $2,410 | $4,804-49.8% | $4,554-47.1% | $4,156-42.0% |
| Participant deferral / active EE | $4,258 | $8,216-48.2% | $7,897-46.1% | $6,407-33.5% |
| Admin fee / account holder | $498 | $14,344-96.5% | $13,129-96.2% | $12,270-95.9% |