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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 | $23,027 | $162,136-85.8% | $152,301-84.9% | $154,746-85.1% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 20.18% | 91.02%-70.8pp | 80.50%-60.3pp | 172.34%-152.2pp |
| Employer contribution / active EE | $1,911 | $4,890-60.9% | $4,624-58.7% | $4,379-56.4% |
| Participant deferral / active EE | $6,485 | $8,341-22.2% | $8,004-19.0% | $6,730-3.6% |
| Admin fee / account holder | $1,032 | $15,759-93.5% | $14,398-92.8% | $14,365-92.8% |