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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 | $31,654 | $185,312-82.9% | $161,489-80.4% | $154,746-79.5% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 15.39% | 103.84%-88.5pp | 89.72%-74.3pp | 172.34%-157.0pp |
| Employer contribution / active EE | $3,124 | $4,769-34.5% | $4,268-26.8% | $4,379-28.7% |
| Participant deferral / active EE | $4,354 | $6,350-31.4% | $5,630-22.7% | $6,730-35.3% |
| Admin fee / account holder | $820 | $18,654-95.6% | $16,006-94.9% | $14,365-94.3% |