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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 | $19,786 | $110,337-82.1% | $102,383-80.7% | $145,877-86.4% |
| Participation rate | 90.5% | 77.9%+12.5pp | 74.5%+16.0pp | 80.3%+10.2pp |
| Annual return | 35.76% | 24.83%+10.9pp | 24.94%+10.8pp | 551.28%-515.5pp |
| Employer contribution / active EE | $2,806 | $4,216-33.4% | $3,870-27.5% | $4,663-39.8% |
| Participant deferral / active EE | $6,497 | $5,621+15.6% | $5,060+28.4% | $6,691-2.9% |
| Admin fee / account holder | $816 | $9,750-91.6% | $8,391-90.3% | $13,402-93.9% |