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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 | $35,292 | $162,136-78.2% | $152,301-76.8% | $154,746-77.2% |
| Participation rate | 86.7% | 84.1%+2.6pp | 82.4%+4.2pp | 80.7%+6.0pp |
| Annual return | 18.46% | 91.02%-72.6pp | 80.50%-62.0pp | 172.34%-153.9pp |
| Employer contribution / active EE | $1,919 | $4,890-60.8% | $4,624-58.5% | $4,379-56.2% |
| Participant deferral / active EE | $3,985 | $8,341-52.2% | $8,004-50.2% | $6,730-40.8% |
| Admin fee / account holder | $316 | $15,759-98.0% | $14,398-97.8% | $14,365-97.8% |