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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 | $18,707 | $162,136-88.5% | $152,301-87.7% | $154,746-87.9% |
| Participation rate | 91.7% | 84.1%+7.6pp | 82.4%+9.2pp | 80.7%+11.0pp |
| Annual return | 24.72% | 91.02%-66.3pp | 80.50%-55.8pp | 172.34%-147.6pp |
| Employer contribution / active EE | $1,278 | $4,890-73.9% | $4,624-72.4% | $4,379-70.8% |
| Participant deferral / active EE | $4,796 | $8,341-42.5% | $8,004-40.1% | $6,730-28.7% |
| Admin fee / account holder | $626 | $15,759-96.0% | $14,398-95.6% | $14,365-95.6% |