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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 | $31,142 | $185,312-83.2% | $161,489-80.7% | $154,746-79.9% |
| Participation rate | 90.0% | 82.5%+7.5pp | 78.7%+11.3pp | 80.7%+9.3pp |
| Annual return | 17.12% | 103.84%-86.7pp | 89.72%-72.6pp | 172.34%-155.2pp |
| Employer contribution / active EE | $1,026 | $4,769-78.5% | $4,268-76.0% | $4,379-76.6% |
| Participant deferral / active EE | $2,382 | $6,350-62.5% | $5,630-57.7% | $6,730-64.6% |
| Admin fee / account holder | $1,835 | $18,654-90.2% | $16,006-88.5% | $14,365-87.2% |