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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 | $18,082 | $183,592-90.2% | $155,574-88.4% | $145,877-87.6% |
| Participation rate | 84.6% | 82.7%+1.9pp | 78.2%+6.4pp | 80.3%+4.3pp |
| Annual return | 19.53% | 61.37%-41.8pp | 64.87%-45.3pp | 551.28%-531.8pp |
| Employer contribution / active EE | $1,918 | $5,317-63.9% | $4,676-59.0% | $4,663-58.9% |
| Participant deferral / active EE | $5,176 | $6,466-19.9% | $5,629-8.0% | $6,691-22.6% |
| Admin fee / account holder | $351 | $19,316-98.2% | $15,914-97.8% | $13,402-97.4% |