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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 | $42,585 | $185,312-77.0% | $161,489-73.6% | $154,746-72.5% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.7%+4.6pp | 80.7%+2.6pp |
| Annual return | 90.26% | 103.84%-13.6pp | 89.72%+0.5pp | 172.34%-82.1pp |
| Employer contribution / active EE | $3,004 | $4,769-37.0% | $4,268-29.6% | $4,379-31.4% |
| Participant deferral / active EE | $5,908 | $6,350-7.0% | $5,630+4.9% | $6,730-12.2% |
| Admin fee / account holder | $441 | $18,654-97.6% | $16,006-97.2% | $14,365-96.9% |