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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 | $26,437 | $162,136-83.7% | $152,301-82.6% | $154,746-82.9% |
| Participation rate | 93.3% | 84.1%+9.2pp | 82.4%+10.9pp | 80.7%+12.6pp |
| Annual return | 17.97% | 91.02%-73.0pp | 80.50%-62.5pp | 172.34%-154.4pp |
| Employer contribution / active EE | $3,647 | $4,890-25.4% | $4,624-21.1% | $4,379-16.7% |
| Participant deferral / active EE | $4,316 | $8,341-48.3% | $8,004-46.1% | $6,730-35.9% |
| Admin fee / account holder | $2,252 | $15,759-85.7% | $14,398-84.4% | $14,365-84.3% |