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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 | $22,241 | $105,623-78.9% | $87,502-74.6% | $273,972-91.9% |
| Participation rate | 91.7% | 78.2%+13.5pp | 73.8%+17.8pp | 83.0%+8.7pp |
| Annual return | 179.15% | 12.26%+166.9pp | 12.21%+166.9pp | 41.46%+137.7pp |
| Employer contribution / active EE | $2,165 | $3,141-31.1% | $2,550-15.1% | $4,869-55.5% |
| Participant deferral / active EE | $4,262 | $3,601+18.4% | $3,149+35.3% | $5,287-19.4% |
| Admin fee / account holder | $898 | $4,781-81.2% | $4,221-78.7% | $10,133-91.1% |