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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 | $75,879 | $185,312-59.1% | $161,489-53.0% | $154,746-51.0% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.7%+7.0pp | 80.7%+5.0pp |
| Annual return | 17.86% | 103.84%-86.0pp | 89.72%-71.9pp | 172.34%-154.5pp |
| Employer contribution / active EE | $1,808 | $4,769-62.1% | $4,268-57.6% | $4,379-58.7% |
| Participant deferral / active EE | $2,733 | $6,350-57.0% | $5,630-51.5% | $6,730-59.4% |
| Admin fee / account holder | $646 | $18,654-96.5% | $16,006-96.0% | $14,365-95.5% |