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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 | $22,747 | $162,136-86.0% | $152,301-85.1% | $154,746-85.3% |
| Participation rate | 93.8% | 84.1%+9.6pp | 82.4%+11.3pp | 80.7%+13.0pp |
| Annual return | 19.26% | 91.02%-71.8pp | 80.50%-61.2pp | 172.34%-153.1pp |
| Employer contribution / active EE | $4,054 | $4,890-17.1% | $4,624-12.3% | $4,379-7.4% |
| Participant deferral / active EE | $11,706 | $8,341+40.3% | $8,004+46.2% | $6,730+73.9% |
| Admin fee / account holder | $2,605 | $15,759-83.5% | $14,398-81.9% | $14,365-81.9% |