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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 | $56,260 | $162,136-65.3% | $152,301-63.1% | $154,746-63.6% |
| Participation rate | 88.9% | 84.1%+4.8pp | 82.4%+6.4pp | 80.7%+8.2pp |
| Annual return | 22.21% | 91.02%-68.8pp | 80.50%-58.3pp | 172.34%-150.1pp |
| Employer contribution / active EE | $4,572 | $4,890-6.5% | $4,624-1.1% | $4,379+4.4% |
| Participant deferral / active EE | $11,735 | $8,341+40.7% | $8,004+46.6% | $6,730+74.4% |
| Admin fee / account holder | $364 | $15,759-97.7% | $14,398-97.5% | $14,365-97.5% |