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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 | $31,855 | $185,312-82.8% | $161,489-80.3% | $154,746-79.4% |
| Participation rate | 90.9% | 82.5%+8.4pp | 78.7%+12.2pp | 80.7%+10.2pp |
| Annual return | 17.34% | 103.84%-86.5pp | 89.72%-72.4pp | 172.34%-155.0pp |
| Employer contribution / active EE | $2,022 | $4,769-57.6% | $4,268-52.6% | $4,379-53.8% |
| Participant deferral / active EE | $3,434 | $6,350-45.9% | $5,630-39.0% | $6,730-49.0% |
| Admin fee / account holder | $1,928 | $18,654-89.7% | $16,006-88.0% | $14,365-86.6% |