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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 | $30,350 | $129,737-76.6% | $119,126-74.5% | $154,746-80.4% |
| Participation rate | 90.0% | 78.9%+11.1pp | 75.8%+14.2pp | 80.7%+9.3pp |
| Annual return | 18.96% | 379.08%-360.1pp | 282.11%-263.1pp | 172.34%-153.4pp |
| Employer contribution / active EE | $2,363 | $4,375-46.0% | $4,034-41.4% | $4,379-46.0% |
| Participant deferral / active EE | $6,319 | $5,842+8.2% | $5,318+18.8% | $6,730-6.1% |
| Admin fee / account holder | $1,785 | $11,961-85.1% | $10,693-83.3% | $14,365-87.6% |