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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 | $20,065 | $124,425-83.9% | $112,040-82.1% | $137,256-85.4% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.5%+6.8pp | 80.0%+3.4pp |
| Annual return | 59.34% | 24.72%+34.6pp | 24.52%+34.8pp | 220.34%-161.0pp |
| Employer contribution / active EE | $2,677 | $3,411-21.5% | $2,954-9.4% | $4,156-35.6% |
| Participant deferral / active EE | $10,007 | $5,718+75.0% | $5,098+96.3% | $6,407+56.2% |
| Admin fee / account holder | $388 | $15,207-97.4% | $12,098-96.8% | $12,270-96.8% |