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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 | $27,991 | $154,228-81.9% | $145,433-80.8% | $137,256-79.6% |
| Participation rate | 93.3% | 83.8%+9.5pp | 82.1%+11.2pp | 80.0%+13.4pp |
| Annual return | 19.51% | 74.59%-55.1pp | 66.58%-47.1pp | 220.34%-200.8pp |
| Employer contribution / active EE | $2,329 | $4,804-51.5% | $4,554-48.9% | $4,156-44.0% |
| Participant deferral / active EE | $4,113 | $8,216-49.9% | $7,897-47.9% | $6,407-35.8% |
| Admin fee / account holder | $407 | $14,344-97.2% | $13,129-96.9% | $12,270-96.7% |