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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 | $125,778-85.3% | $114,563-83.9% | $154,746-88.0% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.9%+14.6pp | 80.7%+6.8pp |
| Annual return | 21.26% | 295.14%-273.9pp | 241.09%-219.8pp | 172.34%-151.1pp |
| Employer contribution / active EE | $2,898 | $2,806+3.3% | $2,592+11.8% | $4,379-33.8% |
| Participant deferral / active EE | $5,689 | $4,445+28.0% | $4,142+37.4% | $6,730-15.5% |
| Admin fee / account holder | $362 | $8,190-95.6% | $7,623-95.2% | $14,365-97.5% |