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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 | $19,285 | $183,516-89.5% | $155,534-87.6% | $145,884-86.8% |
| Participation rate | 92.3% | 82.7%+9.6pp | 78.2%+14.1pp | 80.3%+12.0pp |
| Annual return | 23.17% | 61.43%-38.3pp | 64.92%-41.7pp | 551.85%-528.7pp |
| Employer contribution / active EE | $1,375 | $5,315-74.1% | $4,675-70.6% | $4,662-70.5% |
| Participant deferral / active EE | $4,885 | $6,467-24.5% | $5,630-13.2% | $6,690-27.0% |
| Admin fee / account holder | $490 | $19,293-97.5% | $15,900-96.9% | $13,392-96.3% |