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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 | $28,398 | $162,136-82.5% | $152,301-81.4% | $154,746-81.6% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 24.54% | 91.02%-66.5pp | 80.50%-56.0pp | 172.34%-147.8pp |
| Employer contribution / active EE | $2,652 | $4,890-45.8% | $4,624-42.6% | $4,379-39.4% |
| Participant deferral / active EE | $5,160 | $8,341-38.1% | $8,004-35.5% | $6,730-23.3% |
| Admin fee / account holder | $684 | $15,759-95.7% | $14,398-95.2% | $14,365-95.2% |