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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 | $25,276 | $181,062-86.0% | $158,223-84.0% | $155,188-83.7% |
| Participation rate | 91.7% | 82.7%+9.0pp | 79.2%+12.5pp | 80.8%+10.9pp |
| Annual return | 22.96% | 57.39%-34.4pp | 52.09%-29.1pp | 148.84%-125.9pp |
| Employer contribution / active EE | $1,454 | $4,565-68.1% | $4,109-64.6% | $4,248-65.8% |
| Participant deferral / active EE | $4,925 | $6,134-19.7% | $5,467-9.9% | $6,531-24.6% |
| Admin fee / account holder | $423 | $18,825-97.8% | $16,047-97.4% | $14,480-97.1% |