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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 | $129,737-85.6% | $119,126-84.3% | $154,746-87.9% |
| Participation rate | 89.5% | 78.9%+10.6pp | 75.8%+13.7pp | 80.7%+8.8pp |
| Annual return | 18.74% | 379.08%-360.3pp | 282.11%-263.4pp | 172.34%-153.6pp |
| Employer contribution / active EE | $3,201 | $4,375-26.8% | $4,034-20.6% | $4,379-26.9% |
| Participant deferral / active EE | $5,743 | $5,842-1.7% | $5,318+8.0% | $6,730-14.7% |
| Admin fee / account holder | $412 | $11,961-96.6% | $10,693-96.1% | $14,365-97.1% |