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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 | $19,732 | $129,737-84.8% | $119,126-83.4% | $154,746-87.2% |
| Participation rate | 95.0% | 78.9%+16.1pp | 75.8%+19.2pp | 80.7%+14.3pp |
| Annual return | 25.34% | 379.08%-353.7pp | 282.11%-256.8pp | 172.34%-147.0pp |
| Employer contribution / active EE | $2,832 | $4,375-35.3% | $4,034-29.8% | $4,379-35.3% |
| Participant deferral / active EE | $5,253 | $5,842-10.1% | $5,318-1.2% | $6,730-22.0% |
| Admin fee / account holder | $843 | $11,961-93.0% | $10,693-92.1% | $14,365-94.1% |