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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 | $45,641 | $227,399-79.9% | $189,758-75.9% | $198,609-77.0% |
| Participation rate | 94.7% | 84.0%+10.7pp | 79.8%+14.9pp | 82.4%+12.4pp |
| Annual return | 21.51% | 61.03%-39.5pp | 52.62%-31.1pp | 202.70%-181.2pp |
| Employer contribution / active EE | $1,575 | $5,526-71.5% | $4,767-67.0% | $5,055-68.8% |
| Participant deferral / active EE | $14,231 | $6,837+108.2% | $5,856+143.0% | $6,977+104.0% |
| Admin fee / account holder | $18,580 | $25,162-26.2% | $20,388-8.9% | $19,030-2.4% |