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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 | $24,798 | $172,111-85.6% | $150,298-83.5% | $137,256-81.9% |
| Participation rate | 91.7% | 81.7%+10.0pp | 77.8%+13.9pp | 80.0%+11.7pp |
| Annual return | 21.34% | 69.37%-48.0pp | 62.79%-41.5pp | 220.34%-199.0pp |
| Employer contribution / active EE | $2,460 | $4,636-46.9% | $4,154-40.8% | $4,156-40.8% |
| Participant deferral / active EE | $6,086 | $6,166-1.3% | $5,453+11.6% | $6,407-5.0% |
| Admin fee / account holder | $3,341 | $16,471-79.7% | $14,116-76.3% | $12,270-72.8% |