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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 | $26,745 | $155,555-82.8% | $146,866-81.8% | $155,188-82.8% |
| Participation rate | 84.6% | 84.0%+0.7pp | 82.5%+2.1pp | 80.8%+3.8pp |
| Annual return | 10.80% | 115.41%-104.6pp | 102.85%-92.0pp | 148.84%-138.0pp |
| Employer contribution / active EE | $1,305 | $4,647-71.9% | $4,425-70.5% | $4,248-69.3% |
| Participant deferral / active EE | $3,373 | $8,044-58.1% | $7,759-56.5% | $6,531-48.4% |
| Admin fee / account holder | $17,019 | $14,755+15.3% | $13,620+25.0% | $14,480+17.5% |