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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 | $47,068 | $162,136-71.0% | $152,301-69.1% | $154,746-69.6% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 20.84% | 91.02%-70.2pp | 80.50%-59.7pp | 172.34%-151.5pp |
| Employer contribution / active EE | $1,642 | $4,890-66.4% | $4,624-64.5% | $4,379-62.5% |
| Participant deferral / active EE | $7,691 | $8,341-7.8% | $8,004-3.9% | $6,730+14.3% |
| Admin fee / account holder | $324 | $15,759-97.9% | $14,398-97.7% | $14,365-97.7% |