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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 | $20,740 | $162,136-87.2% | $152,301-86.4% | $154,746-86.6% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 23.71% | 91.02%-67.3pp | 80.50%-56.8pp | 172.34%-148.6pp |
| Employer contribution / active EE | $2,827 | $4,890-42.2% | $4,624-38.9% | $4,379-35.4% |
| Participant deferral / active EE | $7,804 | $8,341-6.4% | $8,004-2.5% | $6,730+15.9% |
| Admin fee / account holder | $854 | $15,759-94.6% | $14,398-94.1% | $14,365-94.1% |