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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 | $22,102 | $129,737-83.0% | $119,126-81.4% | $154,746-85.7% |
| Participation rate | 91.7% | 78.9%+12.8pp | 75.8%+15.9pp | 80.7%+11.0pp |
| Annual return | 15.91% | 379.08%-363.2pp | 282.11%-266.2pp | 172.34%-156.4pp |
| Employer contribution / active EE | $3,566 | $4,375-18.5% | $4,034-11.6% | $4,379-18.6% |
| Participant deferral / active EE | $8,219 | $5,842+40.7% | $5,318+54.6% | $6,730+22.1% |
| Admin fee / account holder | $19,069 | $11,961+59.4% | $10,693+78.3% | $14,365+32.7% |