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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 | $155,555-82.0% | $146,866-80.9% | $155,188-82.0% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.5%+7.0pp | 80.8%+8.7pp |
| Annual return | 20.45% | 115.41%-95.0pp | 102.85%-82.4pp | 148.84%-128.4pp |
| Employer contribution / active EE | $2,780 | $4,647-40.2% | $4,425-37.2% | $4,248-34.5% |
| Participant deferral / active EE | $5,159 | $8,044-35.9% | $7,759-33.5% | $6,531-21.0% |
| Admin fee / account holder | $1,206 | $14,755-91.8% | $13,620-91.1% | $14,480-91.7% |