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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% | $155,567-83.7% | $145,959-82.6% |
| Participation rate | 94.1% | 82.7%+11.4pp | 78.2%+15.9pp | 80.3%+13.8pp |
| Annual return | 13.21% | 61.24%-48.0pp | 64.74%-51.5pp | 561.95%-548.7pp |
| Employer contribution / active EE | $1,671 | $5,315-68.6% | $4,674-64.3% | $4,661-64.2% |
| Participant deferral / active EE | $6,625 | $6,464+2.5% | $5,628+17.7% | $6,689-0.9% |
| Admin fee / account holder | $927 | $19,318-95.2% | $15,916-94.2% | $13,398-93.1% |