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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 | $29,787 | $183,539-83.8% | $155,556-80.9% | $145,897-79.6% |
| Participation rate | 93.8% | 82.7%+11.0pp | 78.2%+15.5pp | 80.3%+13.4pp |
| Annual return | 12.12% | 61.31%-49.2pp | 64.84%-52.7pp | 552.29%-540.2pp |
| Employer contribution / active EE | $5,100 | $5,315-4.1% | $4,675+9.1% | $4,663+9.4% |
| Participant deferral / active EE | $4,591 | $6,467-29.0% | $5,631-18.5% | $6,689-31.4% |
| Admin fee / account holder | $476 | $19,275-97.5% | $15,885-97.0% | $13,390-96.4% |