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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 | $23,948 | $185,312-87.1% | $161,489-85.2% | $154,746-84.5% |
| Participation rate | 90.9% | 82.5%+8.4pp | 78.7%+12.2pp | 80.7%+10.2pp |
| Annual return | 22.64% | 103.84%-81.2pp | 89.72%-67.1pp | 172.34%-149.7pp |
| Employer contribution / active EE | $1,876 | $4,769-60.7% | $4,268-56.0% | $4,379-57.2% |
| Participant deferral / active EE | $7,190 | $6,350+13.2% | $5,630+27.7% | $6,730+6.8% |
| Admin fee / account holder | $2,342 | $18,654-87.4% | $16,006-85.4% | $14,365-83.7% |