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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 | $13,959 | $125,778-88.9% | $114,563-87.8% | $154,746-91.0% |
| Participation rate | 92.3% | 75.2%+17.1pp | 72.9%+19.4pp | 80.7%+11.6pp |
| Annual return | 22.36% | 295.14%-272.8pp | 241.09%-218.7pp | 172.34%-150.0pp |
| Employer contribution / active EE | $1,746 | $2,806-37.8% | $2,592-32.6% | $4,379-60.1% |
| Participant deferral / active EE | $4,455 | $4,445+0.2% | $4,142+7.5% | $6,730-33.8% |
| Admin fee / account holder | $543 | $8,190-93.4% | $7,623-92.9% | $14,365-96.2% |