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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 | $17,311 | $156,398-88.9% | $147,318-88.2% | $138,895-87.5% |
| Participation rate | 78.6% | 83.8%-5.2pp | 82.1%-3.5pp | 79.9%-1.3pp |
| Annual return | 17.52% | 78.75%-61.2pp | 70.43%-52.9pp | 145.39%-127.9pp |
| Employer contribution / active EE | $4,712 | $4,853-2.9% | $4,593+2.6% | $4,194+12.3% |
| Participant deferral / active EE | $6,347 | $8,237-23.0% | $7,906-19.7% | $6,396-0.8% |
| Admin fee / account holder | $305 | $14,976-98.0% | $13,708-97.8% | $12,562-97.6% |