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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 | $19,010 | $162,136-88.3% | $152,301-87.5% | $154,746-87.7% |
| Participation rate | 94.4% | 84.1%+10.3pp | 82.4%+12.0pp | 80.7%+13.7pp |
| Annual return | 18.69% | 91.02%-72.3pp | 80.50%-61.8pp | 172.34%-153.6pp |
| Employer contribution / active EE | $1,609 | $4,890-67.1% | $4,624-65.2% | $4,379-63.3% |
| Participant deferral / active EE | $3,188 | $8,341-61.8% | $8,004-60.2% | $6,730-52.6% |
| Admin fee / account holder | $2,703 | $15,759-82.8% | $14,398-81.2% | $14,365-81.2% |