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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 | $34,499 | $155,555-77.8% | $146,866-76.5% | $155,188-77.8% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.5%+9.2pp | 80.8%+10.9pp |
| Annual return | 20.02% | 115.41%-95.4pp | 102.85%-82.8pp | 148.84%-128.8pp |
| Employer contribution / active EE | $2,555 | $4,647-45.0% | $4,425-42.2% | $4,248-39.8% |
| Participant deferral / active EE | $6,637 | $8,044-17.5% | $7,759-14.5% | $6,531+1.6% |
| Admin fee / account holder | $1,138 | $14,755-92.3% | $13,620-91.6% | $14,480-92.1% |