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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 | $19,410 | $156,398-87.6% | $147,318-86.8% | $138,895-86.0% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 79.9%+9.0pp |
| Annual return | 17.91% | 78.75%-60.8pp | 70.43%-52.5pp | 145.39%-127.5pp |
| Employer contribution / active EE | $2,282 | $4,853-53.0% | $4,593-50.3% | $4,194-45.6% |
| Participant deferral / active EE | $6,948 | $8,237-15.7% | $7,906-12.1% | $6,396+8.6% |
| Admin fee / account holder | $607 | $14,976-95.9% | $13,708-95.6% | $12,562-95.2% |