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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 | $54,072 | $155,555-65.2% | $146,866-63.2% | $155,188-65.2% |
| Participation rate | 85.7% | 84.0%+1.8pp | 82.5%+3.2pp | 80.8%+4.9pp |
| Annual return | 22.17% | 115.41%-93.2pp | 102.85%-80.7pp | 148.84%-126.7pp |
| Employer contribution / active EE | $5,226 | $4,647+12.5% | $4,425+18.1% | $4,248+23.0% |
| Participant deferral / active EE | $15,448 | $8,044+92.0% | $7,759+99.1% | $6,531+136.5% |
| Admin fee / account holder | $4,049 | $14,755-72.6% | $13,620-70.3% | $14,480-72.0% |