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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 | $25,253 | $155,555-83.8% | $146,866-82.8% | $155,188-83.7% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.5%+10.3pp | 80.8%+12.1pp |
| Annual return | 21.54% | 115.41%-93.9pp | 102.85%-81.3pp | 148.84%-127.3pp |
| Employer contribution / active EE | $2,602 | $4,647-44.0% | $4,425-41.2% | $4,248-38.7% |
| Participant deferral / active EE | $6,831 | $8,044-15.1% | $7,759-12.0% | $6,531+4.6% |
| Admin fee / account holder | $336 | $14,755-97.7% | $13,620-97.5% | $14,480-97.7% |