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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 | $25,253 | $162,136-84.4% | $152,301-83.4% | $154,746-83.7% |
| Participation rate | 92.9% | 84.1%+8.8pp | 82.4%+10.4pp | 80.7%+12.2pp |
| Annual return | 21.54% | 91.02%-69.5pp | 80.50%-59.0pp | 172.34%-150.8pp |
| Employer contribution / active EE | $2,602 | $4,890-46.8% | $4,624-43.7% | $4,379-40.6% |
| Participant deferral / active EE | $6,831 | $8,341-18.1% | $8,004-14.7% | $6,730+1.5% |
| Admin fee / account holder | $336 | $15,759-97.9% | $14,398-97.7% | $14,365-97.7% |