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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 | $185,312-75.4% | $161,489-71.7% | $154,746-70.5% |
| Participation rate | 94.7% | 82.5%+12.3pp | 78.7%+16.0pp | 80.7%+14.0pp |
| Annual return | 21.51% | 103.84%-82.3pp | 89.72%-68.2pp | 172.34%-150.8pp |
| Employer contribution / active EE | $1,575 | $4,769-67.0% | $4,268-63.1% | $4,379-64.0% |
| Participant deferral / active EE | $14,231 | $6,350+124.1% | $5,630+152.8% | $6,730+111.4% |
| Admin fee / account holder | $18,580 | $18,654-0.4% | $16,006+16.1% | $14,365+29.3% |