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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 | $23,097 | $162,136-85.8% | $152,301-84.8% | $154,746-85.1% |
| Participation rate | 88.9% | 84.1%+4.8pp | 82.4%+6.4pp | 80.7%+8.2pp |
| Annual return | 18.83% | 91.02%-72.2pp | 80.50%-61.7pp | 172.34%-153.5pp |
| Employer contribution / active EE | $2,032 | $4,890-58.5% | $4,624-56.1% | $4,379-53.6% |
| Participant deferral / active EE | $3,690 | $8,341-55.8% | $8,004-53.9% | $6,730-45.2% |
| Admin fee / account holder | $543 | $15,759-96.6% | $14,398-96.2% | $14,365-96.2% |