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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 | $34,499 | $162,136-78.7% | $152,301-77.3% | $154,746-77.7% |
| Participation rate | 91.7% | 84.1%+7.6pp | 82.4%+9.2pp | 80.7%+11.0pp |
| Annual return | 20.02% | 91.02%-71.0pp | 80.50%-60.5pp | 172.34%-152.3pp |
| Employer contribution / active EE | $2,555 | $4,890-47.7% | $4,624-44.7% | $4,379-41.6% |
| Participant deferral / active EE | $6,637 | $8,341-20.4% | $8,004-17.1% | $6,730-1.4% |
| Admin fee / account holder | $1,138 | $15,759-92.8% | $14,398-92.1% | $14,365-92.1% |