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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 | $30,907 | $162,136-80.9% | $152,301-79.7% | $154,746-80.0% |
| Participation rate | 90.0% | 84.1%+5.9pp | 82.4%+7.6pp | 80.7%+9.3pp |
| Annual return | 14.52% | 91.02%-76.5pp | 80.50%-66.0pp | 172.34%-157.8pp |
| Employer contribution / active EE | $3,126 | $4,890-36.1% | $4,624-32.4% | $4,379-28.6% |
| Participant deferral / active EE | $7,310 | $8,341-12.4% | $8,004-8.7% | $6,730+8.6% |
| Admin fee / account holder | $13,819 | $15,759-12.3% | $14,398-4.0% | $14,365-3.8% |