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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 | $41,552 | $125,778-67.0% | $114,563-63.7% | $154,746-73.1% |
| Participation rate | 95.5% | 75.2%+20.3pp | 72.9%+22.6pp | 80.7%+14.8pp |
| Annual return | 19.19% | 295.14%-275.9pp | 241.09%-221.9pp | 172.34%-153.1pp |
| Employer contribution / active EE | $2,966 | $2,806+5.7% | $2,592+14.4% | $4,379-32.3% |
| Participant deferral / active EE | $4,807 | $4,445+8.1% | $4,142+16.0% | $6,730-28.6% |
| Admin fee / account holder | $517 | $8,190-93.7% | $7,623-93.2% | $14,365-96.4% |