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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 | $27,070 | $155,555-82.6% | $146,866-81.6% | $155,188-82.6% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.5%+4.2pp | 80.8%+5.9pp |
| Annual return | 20.82% | 115.41%-94.6pp | 102.85%-82.0pp | 148.84%-128.0pp |
| Employer contribution / active EE | $3,216 | $4,647-30.8% | $4,425-27.3% | $4,248-24.3% |
| Participant deferral / active EE | $3,757 | $8,044-53.3% | $7,759-51.6% | $6,531-42.5% |
| Admin fee / account holder | $1,345 | $14,755-90.9% | $13,620-90.1% | $14,480-90.7% |