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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 | $24,511 | $162,136-84.9% | $152,301-83.9% | $154,746-84.2% |
| Participation rate | 86.7% | 84.1%+2.6pp | 82.4%+4.2pp | 80.7%+6.0pp |
| Annual return | 18.35% | 91.02%-72.7pp | 80.50%-62.1pp | 172.34%-154.0pp |
| Employer contribution / active EE | $4,149 | $4,890-15.2% | $4,624-10.3% | $4,379-5.3% |
| Participant deferral / active EE | $7,209 | $8,341-13.6% | $8,004-9.9% | $6,730+7.1% |
| Admin fee / account holder | $967 | $15,759-93.9% | $14,398-93.3% | $14,365-93.3% |