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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 | $22,134 | $162,136-86.3% | $152,301-85.5% | $154,746-85.7% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 27.53% | 91.02%-63.5pp | 80.50%-53.0pp | 172.34%-144.8pp |
| Employer contribution / active EE | $2,046 | $4,890-58.2% | $4,624-55.8% | $4,379-53.3% |
| Participant deferral / active EE | $3,597 | $8,341-56.9% | $8,004-55.1% | $6,730-46.6% |
| Admin fee / account holder | $8,013 | $15,759-49.2% | $14,398-44.3% | $14,365-44.2% |