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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 | $19,382 | $162,136-88.0% | $152,301-87.3% | $154,746-87.5% |
| Participation rate | 95.7% | 84.1%+11.5pp | 82.4%+13.2pp | 80.7%+15.0pp |
| Annual return | 15.74% | 91.02%-75.3pp | 80.50%-64.8pp | 172.34%-156.6pp |
| Employer contribution / active EE | $1,795 | $4,890-63.3% | $4,624-61.2% | $4,379-59.0% |
| Participant deferral / active EE | $4,495 | $8,341-46.1% | $8,004-43.8% | $6,730-33.2% |
| Admin fee / account holder | $347 | $15,759-97.8% | $14,398-97.6% | $14,365-97.6% |