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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 | $24,418 | $162,136-84.9% | $152,301-84.0% | $154,746-84.2% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 20.30% | 91.02%-70.7pp | 80.50%-60.2pp | 172.34%-152.0pp |
| Employer contribution / active EE | $1,834 | $4,890-62.5% | $4,624-60.3% | $4,379-58.1% |
| Participant deferral / active EE | $3,408 | $8,341-59.1% | $8,004-57.4% | $6,730-49.4% |
| Admin fee / account holder | $626 | $15,759-96.0% | $14,398-95.7% | $14,365-95.6% |