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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 | $183,516-86.2% | $155,534-83.7% | $145,884-82.6% |
| Participation rate | 94.1% | 82.7%+11.4pp | 78.2%+15.9pp | 80.3%+13.8pp |
| Annual return | 13.21% | 61.43%-48.2pp | 64.92%-51.7pp | 551.85%-538.6pp |
| Employer contribution / active EE | $1,671 | $5,315-68.6% | $4,675-64.3% | $4,662-64.2% |
| Participant deferral / active EE | $6,625 | $6,467+2.5% | $5,630+17.7% | $6,690-1.0% |
| Admin fee / account holder | $927 | $19,293-95.2% | $15,900-94.2% | $13,392-93.1% |