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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 | $25,258 | $181,062-86.1% | $158,223-84.0% | $155,188-83.7% |
| Participation rate | 89.5% | 82.7%+6.8pp | 79.2%+10.3pp | 80.8%+8.7pp |
| Annual return | 20.45% | 57.39%-36.9pp | 52.09%-31.6pp | 148.84%-128.4pp |
| Employer contribution / active EE | $2,200 | $4,565-51.8% | $4,109-46.5% | $4,248-48.2% |
| Participant deferral / active EE | $4,623 | $6,134-24.6% | $5,467-15.4% | $6,531-29.2% |
| Admin fee / account holder | $980 | $18,825-94.8% | $16,047-93.9% | $14,480-93.2% |