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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 | $22,060 | $154,228-85.7% | $145,433-84.8% | $137,256-83.9% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 56.51% | 74.59%-18.1pp | 66.58%-10.1pp | 220.34%-163.8pp |
| Employer contribution / active EE | $2,364 | $4,804-50.8% | $4,554-48.1% | $4,156-43.1% |
| Participant deferral / active EE | $2,942 | $8,216-64.2% | $7,897-62.7% | $6,407-54.1% |
| Admin fee / account holder | $570 | $14,344-96.0% | $13,129-95.7% | $12,270-95.4% |