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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 | $18,045 | $148,623-87.9% | $135,974-86.7% | $139,466-87.1% |
| Participation rate | 94.4% | 83.9%+10.6pp | 81.9%+12.5pp | 80.3%+14.1pp |
| Annual return | 20.34% | 79.30%-59.0pp | 68.30%-48.0pp | 373.66%-353.3pp |
| Employer contribution / active EE | $2,440 | $5,246-53.5% | $4,859-49.8% | $4,754-48.7% |
| Participant deferral / active EE | $4,832 | $8,103-40.4% | $7,760-37.7% | $6,712-28.0% |
| Admin fee / account holder | $390 | $12,406-96.9% | $10,767-96.4% | $11,409-96.6% |