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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 | $19,391 | $126,661-84.7% | $113,397-82.9% | $138,895-86.0% |
| Participation rate | 90.5% | 79.4%+11.0pp | 76.5%+14.0pp | 79.9%+10.6pp |
| Annual return | 42.93% | 25.05%+17.9pp | 23.20%+19.7pp | 145.39%-102.5pp |
| Employer contribution / active EE | $3,788 | $3,456+9.6% | $2,977+27.2% | $4,194-9.7% |
| Participant deferral / active EE | $6,551 | $5,693+15.1% | $5,076+29.0% | $6,396+2.4% |
| Admin fee / account holder | $930 | $14,549-93.6% | $11,957-92.2% | $12,562-92.6% |