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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 | $30,513 | $183,516-83.4% | $155,534-80.4% | $145,884-79.1% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 13.11% | 61.43%-48.3pp | 64.92%-51.8pp | 551.85%-538.7pp |
| Employer contribution / active EE | $2,156 | $5,315-59.4% | $4,675-53.9% | $4,662-53.8% |
| Participant deferral / active EE | $6,666 | $6,467+3.1% | $5,630+18.4% | $6,690-0.4% |
| Admin fee / account holder | $554 | $19,293-97.1% | $15,900-96.5% | $13,392-95.9% |