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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 | $24,472 | $165,381-85.2% | $149,730-83.7% | $158,966-84.6% |
| Participation rate | 94.4% | 84.6%+9.9pp | 82.5%+12.0pp | 82.0%+12.5pp |
| Annual return | 23.10% | 348.29%-325.2pp | 276.70%-253.6pp | 302.95%-279.8pp |
| Employer contribution / active EE | $4,058 | $5,104-20.5% | $4,645-12.6% | $4,762-14.8% |
| Participant deferral / active EE | $5,335 | $7,182-25.7% | $6,843-22.0% | $5,983-10.8% |
| Admin fee / account holder | $669 | $10,809-93.8% | $9,310-92.8% | $11,250-94.1% |