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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 | $43,488 | $185,312-76.5% | $161,489-73.1% | $154,746-71.9% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 20.96% | 103.84%-82.9pp | 89.72%-68.8pp | 172.34%-151.4pp |
| Employer contribution / active EE | $2,635 | $4,769-44.7% | $4,268-38.3% | $4,379-39.8% |
| Participant deferral / active EE | $4,929 | $6,350-22.4% | $5,630-12.4% | $6,730-26.8% |
| Admin fee / account holder | $550 | $18,654-97.1% | $16,006-96.6% | $14,365-96.2% |