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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 | $57,638 | $162,136-64.5% | $152,301-62.2% | $154,746-62.8% |
| Participation rate | 88.9% | 84.1%+4.8pp | 82.4%+6.4pp | 80.7%+8.2pp |
| Annual return | 21.96% | 91.02%-69.1pp | 80.50%-58.5pp | 172.34%-150.4pp |
| Employer contribution / active EE | $12,751 | $4,890+160.7% | $4,624+175.7% | $4,379+191.2% |
| Participant deferral / active EE | $7,949 | $8,341-4.7% | $8,004-0.7% | $6,730+18.1% |
| Admin fee / account holder | $347 | $15,759-97.8% | $14,398-97.6% | $14,365-97.6% |