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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 | $15,387 | $154,228-90.0% | $145,433-89.4% | $137,256-88.8% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 25.69% | 74.59%-48.9pp | 66.58%-40.9pp | 220.34%-194.6pp |
| Employer contribution / active EE | $2,239 | $4,804-53.4% | $4,554-50.8% | $4,156-46.1% |
| Participant deferral / active EE | $5,105 | $8,216-37.9% | $7,897-35.4% | $6,407-20.3% |
| Admin fee / account holder | $603 | $14,344-95.8% | $13,129-95.4% | $12,270-95.1% |