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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 | $185,312-86.4% | $161,489-84.4% | $154,746-83.7% |
| Participation rate | 89.5% | 82.5%+7.0pp | 78.7%+10.8pp | 80.7%+8.8pp |
| Annual return | 20.45% | 103.84%-83.4pp | 89.72%-69.3pp | 172.34%-151.9pp |
| Employer contribution / active EE | $2,200 | $4,769-53.9% | $4,268-48.5% | $4,379-49.8% |
| Participant deferral / active EE | $4,623 | $6,350-27.2% | $5,630-17.9% | $6,730-31.3% |
| Admin fee / account holder | $980 | $18,654-94.7% | $16,006-93.9% | $14,365-93.2% |