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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 | $18,709 | $111,535-83.2% | $105,223-82.2% | $137,256-86.4% |
| Participation rate | 89.5% | 78.1%+11.4pp | 75.0%+14.4pp | 80.0%+9.5pp |
| Annual return | 18.74% | 237.85%-219.1pp | 180.65%-161.9pp | 220.34%-201.6pp |
| Employer contribution / active EE | $3,201 | $3,939-18.7% | $3,689-13.2% | $4,156-23.0% |
| Participant deferral / active EE | $5,743 | $5,500+4.4% | $5,072+13.2% | $6,407-10.4% |
| Admin fee / account holder | $412 | $9,721-95.8% | $8,859-95.3% | $12,270-96.6% |