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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 | $24,548 | $129,737-81.1% | $119,126-79.4% | $154,746-84.1% |
| Participation rate | 83.3% | 78.9%+4.5pp | 75.8%+7.6pp | 80.7%+2.6pp |
| Annual return | 13.80% | 379.08%-365.3pp | 282.11%-268.3pp | 172.34%-158.5pp |
| Employer contribution / active EE | $2,378 | $4,375-45.7% | $4,034-41.1% | $4,379-45.7% |
| Participant deferral / active EE | $3,520 | $5,842-39.7% | $5,318-33.8% | $6,730-47.7% |
| Admin fee / account holder | $470 | $11,961-96.1% | $10,693-95.6% | $14,365-96.7% |