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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 | $39,172 | $211,239-81.5% | $178,528-78.1% | $145,877-73.1% |
| Participation rate | 90.9% | 80.8%+10.1pp | 77.1%+13.8pp | 80.3%+10.6pp |
| Annual return | 15.93% | 30.22%-14.3pp | 27.11%-11.2pp | 551.28%-535.4pp |
| Employer contribution / active EE | $2,649 | $4,570-42.0% | $3,950-32.9% | $4,663-43.2% |
| Participant deferral / active EE | $7,911 | $6,963+13.6% | $6,278+26.0% | $6,691+18.2% |
| Admin fee / account holder | $394 | $12,095-96.7% | $10,419-96.2% | $13,402-97.1% |