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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 | $32,509 | $185,312-82.5% | $161,489-79.9% | $154,746-79.0% |
| Participation rate | 93.8% | 82.5%+11.3pp | 78.7%+15.1pp | 80.7%+13.0pp |
| Annual return | 20.72% | 103.84%-83.1pp | 89.72%-69.0pp | 172.34%-151.6pp |
| Employer contribution / active EE | $2,812 | $4,769-41.0% | $4,268-34.1% | $4,379-35.8% |
| Participant deferral / active EE | $5,123 | $6,350-19.3% | $5,630-9.0% | $6,730-23.9% |
| Admin fee / account holder | $615 | $18,654-96.7% | $16,006-96.2% | $14,365-95.7% |