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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 | $34,731 | $178,174-80.5% | $156,181-77.8% | $137,256-74.7% |
| Participation rate | 86.7% | 82.0%+4.6pp | 78.8%+7.8pp | 80.0%+6.7pp |
| Annual return | 17.30% | 84.19%-66.9pp | 64.87%-47.6pp | 220.34%-203.0pp |
| Employer contribution / active EE | $2,709 | $4,972-45.5% | $4,294-36.9% | $4,156-34.8% |
| Participant deferral / active EE | $3,246 | $6,888-52.9% | $6,132-47.1% | $6,407-49.3% |
| Admin fee / account holder | $898 | $17,404-94.8% | $14,586-93.8% | $12,270-92.7% |