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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 | $18,980 | $162,136-88.3% | $152,301-87.5% | $154,746-87.7% |
| Participation rate | 93.8% | 84.1%+9.6pp | 82.4%+11.3pp | 80.7%+13.0pp |
| Annual return | 25.87% | 91.02%-65.2pp | 80.50%-54.6pp | 172.34%-146.5pp |
| Employer contribution / active EE | $3,571 | $4,890-27.0% | $4,624-22.8% | $4,379-18.5% |
| Participant deferral / active EE | $7,268 | $8,341-12.9% | $8,004-9.2% | $6,730+8.0% |
| Admin fee / account holder | $513 | $15,759-96.7% | $14,398-96.4% | $14,365-96.4% |