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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 | $17,908 | $162,136-89.0% | $152,301-88.2% | $154,746-88.4% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 22.74% | 91.02%-68.3pp | 80.50%-57.8pp | 172.34%-149.6pp |
| Employer contribution / active EE | $2,277 | $4,890-53.4% | $4,624-50.8% | $4,379-48.0% |
| Participant deferral / active EE | $3,351 | $8,341-59.8% | $8,004-58.1% | $6,730-50.2% |
| Admin fee / account holder | $863 | $15,759-94.5% | $14,398-94.0% | $14,365-94.0% |