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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 | $29,676 | $185,312-84.0% | $161,489-81.6% | $154,746-80.8% |
| Participation rate | 86.7% | 82.5%+4.2pp | 78.7%+8.0pp | 80.7%+6.0pp |
| Annual return | 19.17% | 103.84%-84.7pp | 89.72%-70.6pp | 172.34%-153.2pp |
| Employer contribution / active EE | $2,316 | $4,769-51.4% | $4,268-45.7% | $4,379-47.1% |
| Participant deferral / active EE | $3,424 | $6,350-46.1% | $5,630-39.2% | $6,730-49.1% |
| Admin fee / account holder | $355 | $18,654-98.1% | $16,006-97.8% | $14,365-97.5% |