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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 | $23,169 | $185,312-87.5% | $161,489-85.7% | $154,746-85.0% |
| Participation rate | 78.9% | 82.5%-3.5pp | 78.7%+0.3pp | 80.7%-1.8pp |
| Annual return | 19.92% | 103.84%-83.9pp | 89.72%-69.8pp | 172.34%-152.4pp |
| Employer contribution / active EE | $1,010 | $4,769-78.8% | $4,268-76.3% | $4,379-76.9% |
| Participant deferral / active EE | $2,810 | $6,350-55.7% | $5,630-50.1% | $6,730-58.3% |
| Admin fee / account holder | $1,758 | $18,654-90.6% | $16,006-89.0% | $14,365-87.8% |