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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 | $22,862 | $155,555-85.3% | $146,866-84.4% | $155,188-85.3% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.5%+6.4pp | 80.8%+8.1pp |
| Annual return | 16.53% | 115.41%-98.9pp | 102.85%-86.3pp | 148.84%-132.3pp |
| Employer contribution / active EE | $3,236 | $4,647-30.4% | $4,425-26.9% | $4,248-23.8% |
| Participant deferral / active EE | $2,709 | $8,044-66.3% | $7,759-65.1% | $6,531-58.5% |
| Admin fee / account holder | $7,835 | $14,755-46.9% | $13,620-42.5% | $14,480-45.9% |