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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 | $22,482 | $154,228-85.4% | $145,433-84.5% | $137,256-83.6% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 49.66% | 74.59%-24.9pp | 66.58%-16.9pp | 220.34%-170.7pp |
| Employer contribution / active EE | $5,138 | $4,804+7.0% | $4,554+12.8% | $4,156+23.6% |
| Participant deferral / active EE | $8,016 | $8,216-2.4% | $7,897+1.5% | $6,407+25.1% |
| Admin fee / account holder | $621 | $14,344-95.7% | $13,129-95.3% | $12,270-94.9% |