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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 | $25,900 | $125,778-79.4% | $114,563-77.4% | $154,746-83.3% |
| Participation rate | 81.8% | 75.2%+6.6pp | 72.9%+8.9pp | 80.7%+1.1pp |
| Annual return | 20.10% | 295.14%-275.0pp | 241.09%-221.0pp | 172.34%-152.2pp |
| Employer contribution / active EE | $3,565 | $2,806+27.1% | $2,592+37.5% | $4,379-18.6% |
| Participant deferral / active EE | $7,188 | $4,445+61.7% | $4,142+73.5% | $6,730+6.8% |
| Admin fee / account holder | $4,424 | $8,190-46.0% | $7,623-42.0% | $14,365-69.2% |