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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 | $18,481 | $110,410-83.3% | $102,437-82.0% | $145,897-87.3% |
| Participation rate | 95.2% | 77.9%+17.3pp | 74.5%+20.7pp | 80.3%+14.9pp |
| Annual return | 15.23% | 24.85%-9.6pp | 24.95%-9.7pp | 552.29%-537.1pp |
| Employer contribution / active EE | $4,724 | $4,217+12.0% | $3,871+22.0% | $4,663+1.3% |
| Participant deferral / active EE | $2,188 | $5,622-61.1% | $5,060-56.8% | $6,689-67.3% |
| Admin fee / account holder | $887 | $9,745-90.9% | $8,388-89.4% | $13,390-93.4% |