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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 | $21,812 | $156,398-86.1% | $147,318-85.2% | $138,895-84.3% |
| Participation rate | 95.2% | 83.8%+11.5pp | 82.1%+13.2pp | 79.9%+15.3pp |
| Annual return | 22.75% | 78.75%-56.0pp | 70.43%-47.7pp | 145.39%-122.6pp |
| Employer contribution / active EE | $3,012 | $4,853-37.9% | $4,593-34.4% | $4,194-28.2% |
| Participant deferral / active EE | $7,148 | $8,237-13.2% | $7,906-9.6% | $6,396+11.8% |
| Admin fee / account holder | $1,843 | $14,976-87.7% | $13,708-86.6% | $12,562-85.3% |