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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 | $22,347 | $154,228-85.5% | $145,433-84.6% | $137,256-83.7% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 15.93% | 74.59%-58.7pp | 66.58%-50.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $3,864 | $4,804-19.6% | $4,554-15.2% | $4,156-7.0% |
| Participant deferral / active EE | $4,590 | $8,216-44.1% | $7,897-41.9% | $6,407-28.4% |
| Admin fee / account holder | $2,704 | $14,344-81.1% | $13,129-79.4% | $12,270-78.0% |