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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 | $19,181 | $103,038-81.4% | $90,324-78.8% | $152,909-87.5% |
| Participation rate | 95.0% | 75.9%+19.1pp | 73.3%+21.7pp | 82.5%+12.5pp |
| Annual return | 22.76% | 95.25%-72.5pp | 78.15%-55.4pp | 345.46%-322.7pp |
| Employer contribution / active EE | $2,246 | $3,141-28.5% | $2,856-21.4% | $4,764-52.9% |
| Participant deferral / active EE | $5,304 | $4,282+23.9% | $3,885+36.5% | $5,851-9.4% |
| Admin fee / account holder | $4,521 | $6,177-26.8% | $5,356-15.6% | $11,601-61.0% |