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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 | $21,955 | $107,368-79.6% | $92,915-76.4% | $152,909-85.6% |
| Participation rate | 94.4% | 79.8%+14.7pp | 76.0%+18.4pp | 82.5%+12.0pp |
| Annual return | 16.60% | 145.64%-129.0pp | 109.45%-92.8pp | 345.46%-328.9pp |
| Employer contribution / active EE | $4,024 | $4,222-4.7% | $3,653+10.1% | $4,764-15.5% |
| Participant deferral / active EE | $3,629 | $4,848-25.2% | $4,238-14.4% | $5,851-38.0% |
| Admin fee / account holder | $948 | $7,082-86.6% | $5,796-83.6% | $11,601-91.8% |