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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 | $155,555-85.4% | $146,866-84.5% | $155,188-85.3% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.5%+11.2pp | 80.8%+12.9pp |
| Annual return | 19.26% | 115.41%-96.2pp | 102.85%-83.6pp | 148.84%-129.6pp |
| Employer contribution / active EE | $4,054 | $4,647-12.8% | $4,425-8.4% | $4,248-4.6% |
| Participant deferral / active EE | $11,706 | $8,044+45.5% | $7,759+50.9% | $6,531+79.2% |
| Admin fee / account holder | $2,605 | $14,755-82.3% | $13,620-80.9% | $14,480-82.0% |