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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 | $52,072 | $162,136-67.9% | $152,301-65.8% | $154,746-66.4% |
| Participation rate | 82.4% | 84.1%-1.8pp | 82.4%-0.1pp | 80.7%+1.7pp |
| Annual return | 19.96% | 91.02%-71.1pp | 80.50%-60.5pp | 172.34%-152.4pp |
| Employer contribution / active EE | $6,372 | $4,890+30.3% | $4,624+37.8% | $4,379+45.5% |
| Participant deferral / active EE | $14,917 | $8,341+78.8% | $8,004+86.4% | $6,730+121.6% |
| Admin fee / account holder | $550 | $15,759-96.5% | $14,398-96.2% | $14,365-96.2% |