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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 | $25,463 | $155,555-83.6% | $146,866-82.7% | $155,188-83.6% |
| Participation rate | 94.7% | 84.0%+10.8pp | 82.5%+12.2pp | 80.8%+13.9pp |
| Annual return | 35.95% | 115.41%-79.5pp | 102.85%-66.9pp | 148.84%-112.9pp |
| Employer contribution / active EE | $6,180 | $4,647+33.0% | $4,425+39.7% | $4,248+45.5% |
| Participant deferral / active EE | $8,876 | $8,044+10.3% | $7,759+14.4% | $6,531+35.9% |
| Admin fee / account holder | $1,200 | $14,755-91.9% | $13,620-91.2% | $14,480-91.7% |