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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 | $17,999 | $181,062-90.1% | $158,223-88.6% | $155,188-88.4% |
| Participation rate | 77.8% | 82.7%-4.9pp | 79.2%-1.4pp | 80.8%-3.0pp |
| Annual return | 54.16% | 57.39%-3.2pp | 52.09%+2.1pp | 148.84%-94.7pp |
| Employer contribution / active EE | $2,179 | $4,565-52.3% | $4,109-47.0% | $4,248-48.7% |
| Participant deferral / active EE | $3,759 | $6,134-38.7% | $5,467-31.2% | $6,531-42.5% |
| Admin fee / account holder | $1,760 | $18,825-90.6% | $16,047-89.0% | $14,480-87.8% |