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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 | $60,756 | $185,312-67.2% | $161,489-62.4% | $154,746-60.7% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.7%+10.2pp | 80.7%+8.2pp |
| Annual return | 16.29% | 103.84%-87.6pp | 89.72%-73.4pp | 172.34%-156.0pp |
| Employer contribution / active EE | $2,234 | $4,769-53.2% | $4,268-47.7% | $4,379-49.0% |
| Participant deferral / active EE | $3,040 | $6,350-52.1% | $5,630-46.0% | $6,730-54.8% |
| Admin fee / account holder | $622 | $18,654-96.7% | $16,006-96.1% | $14,365-95.7% |