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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 | $30,872 | $165,399-81.3% | $149,745-79.4% | $158,982-80.6% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 20.84% | 348.34%-327.5pp | 276.72%-255.9pp | 302.99%-282.1pp |
| Employer contribution / active EE | $3,205 | $5,105-37.2% | $4,646-31.0% | $4,763-32.7% |
| Participant deferral / active EE | $6,989 | $7,183-2.7% | $6,843+2.1% | $5,983+16.8% |
| Admin fee / account holder | $462 | $10,811-95.7% | $9,312-95.0% | $11,252-95.9% |