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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 | $65,199 | $162,136-59.8% | $152,301-57.2% | $154,746-57.9% |
| Participation rate | 94.7% | 84.1%+10.6pp | 82.4%+12.3pp | 80.7%+14.0pp |
| Annual return | 18.20% | 91.02%-72.8pp | 80.50%-62.3pp | 172.34%-154.1pp |
| Employer contribution / active EE | $2,718 | $4,890-44.4% | $4,624-41.2% | $4,379-37.9% |
| Participant deferral / active EE | $7,702 | $8,341-7.7% | $8,004-3.8% | $6,730+14.4% |
| Admin fee / account holder | $591 | $15,759-96.2% | $14,398-95.9% | $14,365-95.9% |