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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 | $24,418 | $155,555-84.3% | $146,866-83.4% | $155,188-84.3% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.5%+5.0pp | 80.8%+6.7pp |
| Annual return | 20.30% | 115.41%-95.1pp | 102.85%-82.6pp | 148.84%-128.5pp |
| Employer contribution / active EE | $1,834 | $4,647-60.5% | $4,425-58.6% | $4,248-56.8% |
| Participant deferral / active EE | $3,408 | $8,044-57.6% | $7,759-56.1% | $6,531-47.8% |
| Admin fee / account holder | $626 | $14,755-95.8% | $13,620-95.4% | $14,480-95.7% |