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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 | $22,031 | $183,539-88.0% | $155,556-85.8% | $145,897-84.9% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 18.18% | 61.31%-43.1pp | 64.84%-46.7pp | 552.29%-534.1pp |
| Employer contribution / active EE | $2,502 | $5,315-52.9% | $4,675-46.5% | $4,663-46.3% |
| Participant deferral / active EE | $4,089 | $6,467-36.8% | $5,631-27.4% | $6,689-38.9% |
| Admin fee / account holder | $892 | $19,275-95.4% | $15,885-94.4% | $13,390-93.3% |