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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 | $25,329 | $183,592-86.2% | $155,574-83.7% | $145,877-82.6% |
| Participation rate | 94.1% | 82.7%+11.4pp | 78.2%+15.9pp | 80.3%+13.8pp |
| Annual return | 13.21% | 61.37%-48.2pp | 64.87%-51.7pp | 551.28%-538.1pp |
| Employer contribution / active EE | $1,671 | $5,317-68.6% | $4,676-64.3% | $4,663-64.2% |
| Participant deferral / active EE | $6,625 | $6,466+2.5% | $5,629+17.7% | $6,691-1.0% |
| Admin fee / account holder | $927 | $19,316-95.2% | $15,914-94.2% | $13,402-93.1% |