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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 | $18,493 | $126,113-85.3% | $116,096-84.1% | $155,188-88.1% |
| Participation rate | 87.5% | 75.1%+12.4pp | 73.3%+14.2pp | 80.8%+6.7pp |
| Annual return | 21.26% | 391.72%-370.5pp | 326.25%-305.0pp | 148.84%-127.6pp |
| Employer contribution / active EE | $2,898 | $2,672+8.5% | $2,503+15.8% | $4,248-31.8% |
| Participant deferral / active EE | $5,689 | $4,162+36.7% | $3,952+44.0% | $6,531-12.9% |
| Admin fee / account holder | $362 | $8,045-95.5% | $7,704-95.3% | $14,480-97.5% |