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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 | $20,634 | $156,398-86.8% | $147,318-86.0% | $138,895-85.1% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 12.49% | 78.75%-66.3pp | 70.43%-57.9pp | 145.39%-132.9pp |
| Employer contribution / active EE | $2,081 | $4,853-57.1% | $4,593-54.7% | $4,194-50.4% |
| Participant deferral / active EE | $4,290 | $8,237-47.9% | $7,906-45.7% | $6,396-32.9% |
| Admin fee / account holder | $3,554 | $14,976-76.3% | $13,708-74.1% | $12,562-71.7% |