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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 | $185,312-86.4% | $161,489-84.3% | $154,746-83.7% |
| Participation rate | 91.7% | 82.5%+9.2pp | 78.7%+13.0pp | 80.7%+11.0pp |
| Annual return | 22.96% | 103.84%-80.9pp | 89.72%-66.8pp | 172.34%-149.4pp |
| Employer contribution / active EE | $1,454 | $4,769-69.5% | $4,268-65.9% | $4,379-66.8% |
| Participant deferral / active EE | $4,925 | $6,350-22.4% | $5,630-12.5% | $6,730-26.8% |
| Admin fee / account holder | $423 | $18,654-97.7% | $16,006-97.4% | $14,365-97.1% |