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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 | $25,762 | $185,312-86.1% | $161,489-84.0% | $154,746-83.4% |
| Participation rate | 81.8% | 82.5%-0.6pp | 78.7%+3.1pp | 80.7%+1.1pp |
| Annual return | 21.39% | 103.84%-82.4pp | 89.72%-68.3pp | 172.34%-150.9pp |
| Employer contribution / active EE | $1,153 | $4,769-75.8% | $4,268-73.0% | $4,379-73.7% |
| Participant deferral / active EE | $3,319 | $6,350-47.7% | $5,630-41.0% | $6,730-50.7% |
| Admin fee / account holder | $396 | $18,654-97.9% | $16,006-97.5% | $14,365-97.2% |