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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 | $33,934 | $181,062-81.3% | $158,223-78.6% | $155,188-78.1% |
| Participation rate | 87.5% | 82.7%+4.8pp | 79.2%+8.3pp | 80.8%+6.7pp |
| Annual return | 14.27% | 57.39%-43.1pp | 52.09%-37.8pp | 148.84%-134.6pp |
| Employer contribution / active EE | $1,297 | $4,565-71.6% | $4,109-68.4% | $4,248-69.5% |
| Participant deferral / active EE | $4,259 | $6,134-30.6% | $5,467-22.1% | $6,531-34.8% |
| Admin fee / account holder | $546 | $18,825-97.1% | $16,047-96.6% | $14,480-96.2% |