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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 | $47,068 | $155,555-69.7% | $146,866-68.0% | $155,188-69.7% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.5%+5.0pp | 80.8%+6.7pp |
| Annual return | 20.84% | 115.41%-94.6pp | 102.85%-82.0pp | 148.84%-128.0pp |
| Employer contribution / active EE | $1,642 | $4,647-64.7% | $4,425-62.9% | $4,248-61.4% |
| Participant deferral / active EE | $7,691 | $8,044-4.4% | $7,759-0.9% | $6,531+17.8% |
| Admin fee / account holder | $324 | $14,755-97.8% | $13,620-97.6% | $14,480-97.8% |