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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 | $29,505 | $162,136-81.8% | $152,301-80.6% | $154,746-80.9% |
| Participation rate | 89.5% | 84.1%+5.4pp | 82.4%+7.0pp | 80.7%+8.8pp |
| Annual return | 18.20% | 91.02%-72.8pp | 80.50%-62.3pp | 172.34%-154.1pp |
| Employer contribution / active EE | $3,311 | $4,890-32.3% | $4,624-28.4% | $4,379-24.4% |
| Participant deferral / active EE | $6,485 | $8,341-22.3% | $8,004-19.0% | $6,730-3.7% |
| Admin fee / account holder | $399 | $15,759-97.5% | $14,398-97.2% | $14,365-97.2% |