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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 | $32,015 | $185,312-82.7% | $161,489-80.2% | $154,746-79.3% |
| Participation rate | 92.3% | 82.5%+9.8pp | 78.7%+13.6pp | 80.7%+11.6pp |
| Annual return | 19.77% | 103.84%-84.1pp | 89.72%-70.0pp | 172.34%-152.6pp |
| Employer contribution / active EE | $3,713 | $4,769-22.1% | $4,268-13.0% | $4,379-15.2% |
| Participant deferral / active EE | $6,572 | $6,350+3.5% | $5,630+16.7% | $6,730-2.4% |
| Admin fee / account holder | $567 | $18,654-97.0% | $16,006-96.5% | $14,365-96.1% |