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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 | $21,431 | $162,136-86.8% | $152,301-85.9% | $154,746-86.2% |
| Participation rate | 81.8% | 84.1%-2.3pp | 82.4%-0.6pp | 80.7%+1.1pp |
| Annual return | 13.18% | 91.02%-77.8pp | 80.50%-67.3pp | 172.34%-159.2pp |
| Employer contribution / active EE | $1,864 | $4,890-61.9% | $4,624-59.7% | $4,379-57.4% |
| Participant deferral / active EE | $7,884 | $8,341-5.5% | $8,004-1.5% | $6,730+17.1% |
| Admin fee / account holder | $2,130 | $15,759-86.5% | $14,398-85.2% | $14,365-85.2% |