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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 | $27,208 | $155,555-82.5% | $146,866-81.5% | $155,188-82.5% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.5%+6.4pp | 80.8%+8.1pp |
| Annual return | 23.95% | 115.41%-91.5pp | 102.85%-78.9pp | 148.84%-124.9pp |
| Employer contribution / active EE | $1,986 | $4,647-57.3% | $4,425-55.1% | $4,248-53.2% |
| Participant deferral / active EE | $7,844 | $8,044-2.5% | $7,759+1.1% | $6,531+20.1% |
| Admin fee / account holder | $621 | $14,755-95.8% | $13,620-95.4% | $14,480-95.7% |