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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 | $25,147 | $185,312-86.4% | $161,489-84.4% | $154,746-83.7% |
| Participation rate | 94.4% | 82.5%+12.0pp | 78.7%+15.7pp | 80.7%+13.7pp |
| Annual return | 61.10% | 103.84%-42.7pp | 89.72%-28.6pp | 172.34%-111.2pp |
| Employer contribution / active EE | $2,335 | $4,769-51.0% | $4,268-45.3% | $4,379-46.7% |
| Participant deferral / active EE | $4,923 | $6,350-22.5% | $5,630-12.6% | $6,730-26.8% |
| Admin fee / account holder | $1,231 | $18,654-93.4% | $16,006-92.3% | $14,365-91.4% |