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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 | $19,337 | $148,582-87.0% | $135,942-85.8% | $139,456-86.1% |
| Participation rate | 93.8% | 83.9%+9.9pp | 81.9%+11.8pp | 80.3%+13.4pp |
| Annual return | 43.27% | 79.26%-36.0pp | 68.28%-25.0pp | 373.45%-330.2pp |
| Employer contribution / active EE | $1,775 | $5,245-66.2% | $4,858-63.5% | $4,753-62.7% |
| Participant deferral / active EE | $9,615 | $8,101+18.7% | $7,759+23.9% | $6,711+43.3% |
| Admin fee / account holder | $658 | $12,402-94.7% | $10,764-93.9% | $11,407-94.2% |