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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 | $162,136-86.2% | $152,301-85.3% | $154,746-85.6% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 15.93% | 91.02%-75.1pp | 80.50%-64.6pp | 172.34%-156.4pp |
| Employer contribution / active EE | $3,864 | $4,890-21.0% | $4,624-16.4% | $4,379-11.8% |
| Participant deferral / active EE | $4,590 | $8,341-45.0% | $8,004-42.7% | $6,730-31.8% |
| Admin fee / account holder | $2,704 | $15,759-82.8% | $14,398-81.2% | $14,365-81.2% |