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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 | $27,593 | $162,136-83.0% | $152,301-81.9% | $154,746-82.2% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 35.85% | 91.02%-55.2pp | 80.50%-44.7pp | 172.34%-136.5pp |
| Employer contribution / active EE | $6,386 | $4,890+30.6% | $4,624+38.1% | $4,379+45.8% |
| Participant deferral / active EE | $12,129 | $8,341+45.4% | $8,004+51.5% | $6,730+80.2% |
| Admin fee / account holder | $1,079 | $15,759-93.2% | $14,398-92.5% | $14,365-92.5% |