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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 | $26,751 | $185,312-85.6% | $161,489-83.4% | $154,746-82.7% |
| Participation rate | 84.6% | 82.5%+2.2pp | 78.7%+5.9pp | 80.7%+3.9pp |
| Annual return | 13.74% | 103.84%-90.1pp | 89.72%-76.0pp | 172.34%-158.6pp |
| Employer contribution / active EE | $1,356 | $4,769-71.6% | $4,268-68.2% | $4,379-69.0% |
| Participant deferral / active EE | $3,241 | $6,350-49.0% | $5,630-42.4% | $6,730-51.8% |
| Admin fee / account holder | $2,915 | $18,654-84.4% | $16,006-81.8% | $14,365-79.7% |