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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 | $27,220 | $202,463-86.6% | $169,397-83.9% | $139,487-80.5% |
| Participation rate | 87.5% | 81.1%+6.4pp | 77.2%+10.3pp | 80.3%+7.2pp |
| Annual return | 20.50% | 532.64%-512.1pp | 406.23%-385.7pp | 373.84%-353.3pp |
| Employer contribution / active EE | $3,692 | $4,694-21.4% | $4,013-8.0% | $4,755-22.4% |
| Participant deferral / active EE | $7,338 | $6,941+5.7% | $6,223+17.9% | $6,713+9.3% |
| Admin fee / account holder | $412 | $10,726-96.2% | $9,017-95.4% | $11,407-96.4% |