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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 | $111,814-83.5% | $103,374-82.1% | $145,959-87.3% |
| Participation rate | 95.2% | 77.9%+17.3pp | 74.5%+20.7pp | 80.3%+15.0pp |
| Annual return | 15.23% | 24.77%-9.5pp | 24.89%-9.7pp | 561.95%-546.7pp |
| Employer contribution / active EE | $4,724 | $4,214+12.1% | $3,869+22.1% | $4,661+1.4% |
| Participant deferral / active EE | $2,188 | $5,618-61.1% | $5,058-56.7% | $6,689-67.3% |
| Admin fee / account holder | $887 | $9,754-90.9% | $8,394-89.4% | $13,398-93.4% |