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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 | $28,010 | $162,136-82.7% | $152,301-81.6% | $154,746-81.9% |
| Participation rate | 89.5% | 84.1%+5.4pp | 82.4%+7.0pp | 80.7%+8.8pp |
| Annual return | 20.45% | 91.02%-70.6pp | 80.50%-60.0pp | 172.34%-151.9pp |
| Employer contribution / active EE | $2,780 | $4,890-43.1% | $4,624-39.9% | $4,379-36.5% |
| Participant deferral / active EE | $5,159 | $8,341-38.1% | $8,004-35.5% | $6,730-23.3% |
| Admin fee / account holder | $1,206 | $15,759-92.4% | $14,398-91.6% | $14,365-91.6% |