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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 | $35,860 | $183,627-80.5% | $155,602-77.0% | $145,978-75.4% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 13.61% | 61.32%-47.7pp | 64.81%-51.2pp | 550.52%-536.9pp |
| Employer contribution / active EE | $6,889 | $5,316+29.6% | $4,675+47.4% | $4,662+47.8% |
| Participant deferral / active EE | $17,017 | $6,466+163.2% | $5,629+202.3% | $6,690+154.4% |
| Admin fee / account holder | $599 | $19,327-96.9% | $15,923-96.2% | $13,400-95.5% |