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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 | $33,259 | $162,136-79.5% | $152,301-78.2% | $154,746-78.5% |
| Participation rate | 93.8% | 84.1%+9.6pp | 82.4%+11.3pp | 80.7%+13.0pp |
| Annual return | 19.59% | 91.02%-71.4pp | 80.50%-60.9pp | 172.34%-152.8pp |
| Employer contribution / active EE | $2,372 | $4,890-51.5% | $4,624-48.7% | $4,379-45.8% |
| Participant deferral / active EE | $5,313 | $8,341-36.3% | $8,004-33.6% | $6,730-21.1% |
| Admin fee / account holder | $660 | $15,759-95.8% | $14,398-95.4% | $14,365-95.4% |