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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 | $62,017 | $185,312-66.5% | $161,489-61.6% | $154,746-59.9% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.7%+10.2pp | 80.7%+8.2pp |
| Annual return | 18.94% | 103.84%-84.9pp | 89.72%-70.8pp | 172.34%-153.4pp |
| Employer contribution / active EE | $1,113 | $4,769-76.7% | $4,268-73.9% | $4,379-74.6% |
| Participant deferral / active EE | $5,733 | $6,350-9.7% | $5,630+1.8% | $6,730-14.8% |
| Admin fee / account holder | $991 | $18,654-94.7% | $16,006-93.8% | $14,365-93.1% |