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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 | $42,064 | $183,592-77.1% | $155,574-73.0% | $145,877-71.2% |
| Participation rate | 82.4% | 82.7%-0.3pp | 78.2%+4.1pp | 80.3%+2.1pp |
| Annual return | 12.43% | 61.37%-48.9pp | 64.87%-52.4pp | 551.28%-538.8pp |
| Employer contribution / active EE | $1,550 | $5,317-70.8% | $4,676-66.8% | $4,663-66.8% |
| Participant deferral / active EE | $3,470 | $6,466-46.3% | $5,629-38.4% | $6,691-48.1% |
| Admin fee / account holder | $883 | $19,316-95.4% | $15,914-94.4% | $13,402-93.4% |