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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 | $53,179 | $185,312-71.3% | $161,489-67.1% | $154,746-65.6% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.7%+10.2pp | 80.7%+8.2pp |
| Annual return | 17.77% | 103.84%-86.1pp | 89.72%-72.0pp | 172.34%-154.6pp |
| Employer contribution / active EE | $1,722 | $4,769-63.9% | $4,268-59.7% | $4,379-60.7% |
| Participant deferral / active EE | $8,230 | $6,350+29.6% | $5,630+46.2% | $6,730+22.3% |
| Admin fee / account holder | $988 | $18,654-94.7% | $16,006-93.8% | $14,365-93.1% |