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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 | $39,516 | $181,062-78.2% | $158,223-75.0% | $155,188-74.5% |
| Participation rate | 90.9% | 82.7%+8.3pp | 79.2%+11.7pp | 80.8%+10.1pp |
| Annual return | 12.89% | 57.39%-44.5pp | 52.09%-39.2pp | 148.84%-136.0pp |
| Employer contribution / active EE | $2,220 | $4,565-51.4% | $4,109-46.0% | $4,248-47.7% |
| Participant deferral / active EE | $2,311 | $6,134-62.3% | $5,467-57.7% | $6,531-64.6% |
| Admin fee / account holder | $608 | $18,825-96.8% | $16,047-96.2% | $14,480-95.8% |