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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 | $60,464 | $155,555-61.1% | $146,866-58.8% | $155,188-61.0% |
| Participation rate | 94.7% | 84.0%+10.8pp | 82.5%+12.2pp | 80.8%+13.9pp |
| Annual return | 20.15% | 115.41%-95.3pp | 102.85%-82.7pp | 148.84%-128.7pp |
| Employer contribution / active EE | $4,072 | $4,647-12.4% | $4,425-8.0% | $4,248-4.1% |
| Participant deferral / active EE | $6,708 | $8,044-16.6% | $7,759-13.5% | $6,531+2.7% |
| Admin fee / account holder | $3,182 | $14,755-78.4% | $13,620-76.6% | $14,480-78.0% |