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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 | $162,136-82.7% | $152,301-81.6% | $154,746-81.9% |
| Participation rate | 93.3% | 84.1%+9.2pp | 82.4%+10.9pp | 80.7%+12.6pp |
| Annual return | 19.51% | 91.02%-71.5pp | 80.50%-61.0pp | 172.34%-152.8pp |
| Employer contribution / active EE | $2,329 | $4,890-52.4% | $4,624-49.6% | $4,379-46.8% |
| Participant deferral / active EE | $4,113 | $8,341-50.7% | $8,004-48.6% | $6,730-38.9% |
| Admin fee / account holder | $407 | $15,759-97.4% | $14,398-97.2% | $14,365-97.2% |