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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 | $30,734 | $162,136-81.0% | $152,301-79.8% | $154,746-80.1% |
| Participation rate | 91.7% | 84.1%+7.6pp | 82.4%+9.2pp | 80.7%+11.0pp |
| Annual return | 19.21% | 91.02%-71.8pp | 80.50%-61.3pp | 172.34%-153.1pp |
| Employer contribution / active EE | $5,981 | $4,890+22.3% | $4,624+29.3% | $4,379+36.6% |
| Participant deferral / active EE | $12,692 | $8,341+52.2% | $8,004+58.6% | $6,730+88.6% |
| Admin fee / account holder | $3,605 | $15,759-77.1% | $14,398-75.0% | $14,365-74.9% |