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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 | $21,022 | $155,555-86.5% | $146,866-85.7% | $155,188-86.5% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.5%+0.8pp | 80.8%+2.5pp |
| Annual return | 24.15% | 115.41%-91.3pp | 102.85%-78.7pp | 148.84%-124.7pp |
| Employer contribution / active EE | $2,613 | $4,647-43.8% | $4,425-41.0% | $4,248-38.5% |
| Participant deferral / active EE | $5,237 | $8,044-34.9% | $7,759-32.5% | $6,531-19.8% |
| Admin fee / account holder | $428 | $14,755-97.1% | $13,620-96.9% | $14,480-97.0% |