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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 | $20,435 | $154,228-86.8% | $145,433-85.9% | $137,256-85.1% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 27.29% | 74.59%-47.3pp | 66.58%-39.3pp | 220.34%-193.0pp |
| Employer contribution / active EE | $3,801 | $4,804-20.9% | $4,554-16.5% | $4,156-8.5% |
| Participant deferral / active EE | $9,670 | $8,216+17.7% | $7,897+22.4% | $6,407+50.9% |
| Admin fee / account holder | $1,965 | $14,344-86.3% | $13,129-85.0% | $12,270-84.0% |