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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 | $25,147 | $181,062-86.1% | $158,223-84.1% | $155,188-83.8% |
| Participation rate | 94.4% | 82.7%+11.8pp | 79.2%+15.2pp | 80.8%+13.6pp |
| Annual return | 61.10% | 57.39%+3.7pp | 52.09%+9.0pp | 148.84%-87.7pp |
| Employer contribution / active EE | $2,335 | $4,565-48.8% | $4,109-43.2% | $4,248-45.0% |
| Participant deferral / active EE | $4,923 | $6,134-19.7% | $5,467-9.9% | $6,531-24.6% |
| Admin fee / account holder | $1,231 | $18,825-93.5% | $16,047-92.3% | $14,480-91.5% |