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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 | $28,250 | $174,379-83.8% | $152,093-81.4% | $138,895-79.7% |
| Participation rate | 90.0% | 81.6%+8.4pp | 77.8%+12.2pp | 79.9%+10.1pp |
| Annual return | 20.80% | 74.86%-54.1pp | 66.36%-45.6pp | 145.39%-124.6pp |
| Employer contribution / active EE | $3,875 | $4,652-16.7% | $4,175-7.2% | $4,194-7.6% |
| Participant deferral / active EE | $6,269 | $6,159+1.8% | $5,451+15.0% | $6,396-2.0% |
| Admin fee / account holder | $1,470 | $16,880-91.3% | $14,497-89.9% | $12,562-88.3% |