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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 | $37,750 | $185,312-79.6% | $161,489-76.6% | $154,746-75.6% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 18.05% | 103.84%-85.8pp | 89.72%-71.7pp | 172.34%-154.3pp |
| Employer contribution / active EE | $2,617 | $4,769-45.1% | $4,268-38.7% | $4,379-40.2% |
| Participant deferral / active EE | $5,169 | $6,350-18.6% | $5,630-8.2% | $6,730-23.2% |
| Admin fee / account holder | $394 | $18,654-97.9% | $16,006-97.5% | $14,365-97.3% |