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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 | $19,808 | $162,136-87.8% | $152,301-87.0% | $154,746-87.2% |
| Participation rate | 88.9% | 84.1%+4.8pp | 82.4%+6.4pp | 80.7%+8.2pp |
| Annual return | 21.28% | 91.02%-69.7pp | 80.50%-59.2pp | 172.34%-151.1pp |
| Employer contribution / active EE | $3,212 | $4,890-34.3% | $4,624-30.5% | $4,379-26.6% |
| Participant deferral / active EE | $3,766 | $8,341-54.9% | $8,004-53.0% | $6,730-44.1% |
| Admin fee / account holder | $317 | $15,759-98.0% | $14,398-97.8% | $14,365-97.8% |