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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 | $54,028 | $162,136-66.7% | $152,301-64.5% | $154,746-65.1% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 18.85% | 91.02%-72.2pp | 80.50%-61.7pp | 172.34%-153.5pp |
| Employer contribution / active EE | $2,449 | $4,890-49.9% | $4,624-47.0% | $4,379-44.1% |
| Participant deferral / active EE | $5,859 | $8,341-29.8% | $8,004-26.8% | $6,730-12.9% |
| Admin fee / account holder | $693 | $15,759-95.6% | $14,398-95.2% | $14,365-95.2% |