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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 | $23,829 | $174,379-86.3% | $152,093-84.3% | $138,895-82.8% |
| Participation rate | 85.7% | 81.6%+4.1pp | 77.8%+7.9pp | 79.9%+5.8pp |
| Annual return | 18.48% | 74.86%-56.4pp | 66.36%-47.9pp | 145.39%-126.9pp |
| Employer contribution / active EE | $7,856 | $4,652+68.9% | $4,175+88.2% | $4,194+87.3% |
| Participant deferral / active EE | $15,698 | $6,159+154.9% | $5,451+188.0% | $6,396+145.4% |
| Admin fee / account holder | $21,822 | $16,880+29.3% | $14,497+50.5% | $12,562+73.7% |