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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 | $19,410 | $155,555-87.5% | $146,866-86.8% | $155,188-87.5% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.5%+6.4pp | 80.8%+8.1pp |
| Annual return | 17.91% | 115.41%-97.5pp | 102.85%-84.9pp | 148.84%-130.9pp |
| Employer contribution / active EE | $2,282 | $4,647-50.9% | $4,425-48.4% | $4,248-46.3% |
| Participant deferral / active EE | $6,948 | $8,044-13.6% | $7,759-10.5% | $6,531+6.4% |
| Admin fee / account holder | $607 | $14,755-95.9% | $13,620-95.5% | $14,480-95.8% |