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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 | $196,972-82.1% | $182,262-80.6% | $198,609-82.2% |
| Participation rate | 86.7% | 85.7%+1.0pp | 84.2%+2.5pp | 82.4%+4.3pp |
| Annual return | 18.46% | 158.27%-139.8pp | 140.60%-122.1pp | 202.70%-184.2pp |
| Employer contribution / active EE | $1,919 | $5,364-64.2% | $5,046-62.0% | $5,055-62.0% |
| Participant deferral / active EE | $3,985 | $8,643-53.9% | $8,276-51.8% | $6,977-42.9% |
| Admin fee / account holder | $316 | $18,429-98.3% | $16,712-98.1% | $19,030-98.3% |