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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 | $18,078 | $155,555-88.4% | $146,866-87.7% | $155,188-88.4% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.5%+0.8pp | 80.8%+2.5pp |
| Annual return | 22.97% | 115.41%-92.4pp | 102.85%-79.9pp | 148.84%-125.9pp |
| Employer contribution / active EE | $2,096 | $4,647-54.9% | $4,425-52.6% | $4,248-50.7% |
| Participant deferral / active EE | $4,090 | $8,044-49.2% | $7,759-47.3% | $6,531-37.4% |
| Admin fee / account holder | $1,384 | $14,755-90.6% | $13,620-89.8% | $14,480-90.4% |