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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 | $15,638 | $181,062-91.4% | $158,223-90.1% | $155,188-89.9% |
| Participation rate | 88.9% | 82.7%+6.2pp | 79.2%+9.7pp | 80.8%+8.1pp |
| Annual return | 22.95% | 57.39%-34.4pp | 52.09%-29.1pp | 148.84%-125.9pp |
| Employer contribution / active EE | $1,755 | $4,565-61.5% | $4,109-57.3% | $4,248-58.7% |
| Participant deferral / active EE | $3,887 | $6,134-36.6% | $5,467-28.9% | $6,531-40.5% |
| Admin fee / account holder | $358 | $18,825-98.1% | $16,047-97.8% | $14,480-97.5% |