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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 | $44,893 | $129,737-65.4% | $119,126-62.3% | $154,746-71.0% |
| Participation rate | 95.7% | 78.9%+16.8pp | 75.8%+19.9pp | 80.7%+15.0pp |
| Annual return | 17.97% | 379.08%-361.1pp | 282.11%-264.1pp | 172.34%-154.4pp |
| Employer contribution / active EE | $4,178 | $4,375-4.5% | $4,034+3.6% | $4,379-4.6% |
| Participant deferral / active EE | $3,895 | $5,842-33.3% | $5,318-26.8% | $6,730-42.1% |
| Admin fee / account holder | $573 | $11,961-95.2% | $10,693-94.6% | $14,365-96.0% |