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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 | $126,661-84.2% | $113,397-82.3% | $138,895-85.6% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.5%+6.8pp | 79.9%+3.4pp |
| Annual return | 59.34% | 25.05%+34.3pp | 23.20%+36.1pp | 145.39%-86.1pp |
| Employer contribution / active EE | $2,677 | $3,456-22.5% | $2,977-10.1% | $4,194-36.2% |
| Participant deferral / active EE | $10,007 | $5,693+75.8% | $5,076+97.1% | $6,396+56.4% |
| Admin fee / account holder | $388 | $14,549-97.3% | $11,957-96.8% | $12,562-96.9% |