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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 | $21,397 | $155,555-86.2% | $146,866-85.4% | $155,188-86.2% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.5%+4.2pp | 80.8%+5.9pp |
| Annual return | 28.46% | 115.41%-87.0pp | 102.85%-74.4pp | 148.84%-120.4pp |
| Employer contribution / active EE | $2,415 | $4,647-48.0% | $4,425-45.4% | $4,248-43.2% |
| Participant deferral / active EE | $4,998 | $8,044-37.9% | $7,759-35.6% | $6,531-23.5% |
| Admin fee / account holder | $1,415 | $14,755-90.4% | $13,620-89.6% | $14,480-90.2% |