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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 | $20,256 | $129,737-84.4% | $119,126-83.0% | $154,746-86.9% |
| Participation rate | 89.5% | 78.9%+10.6pp | 75.8%+13.7pp | 80.7%+8.8pp |
| Annual return | 25.02% | 379.08%-354.1pp | 282.11%-257.1pp | 172.34%-147.3pp |
| Employer contribution / active EE | $3,114 | $4,375-28.8% | $4,034-22.8% | $4,379-28.9% |
| Participant deferral / active EE | $7,215 | $5,842+23.5% | $5,318+35.7% | $6,730+7.2% |
| Admin fee / account holder | $1,607 | $11,961-86.6% | $10,693-85.0% | $14,365-88.8% |