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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 | $52,488 | $162,136-67.6% | $152,301-65.5% | $154,746-66.1% |
| Participation rate | 86.7% | 84.1%+2.6pp | 82.4%+4.2pp | 80.7%+6.0pp |
| Annual return | 15.44% | 91.02%-75.6pp | 80.50%-65.1pp | 172.34%-156.9pp |
| Employer contribution / active EE | $1,774 | $4,890-63.7% | $4,624-61.6% | $4,379-59.5% |
| Participant deferral / active EE | $4,181 | $8,341-49.9% | $8,004-47.8% | $6,730-37.9% |
| Admin fee / account holder | $1,081 | $15,759-93.1% | $14,398-92.5% | $14,365-92.5% |