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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 | $27,026 | $162,136-83.3% | $152,301-82.3% | $154,746-82.5% |
| Participation rate | 90.5% | 84.1%+6.4pp | 82.4%+8.0pp | 80.7%+9.8pp |
| Annual return | 23.43% | 91.02%-67.6pp | 80.50%-57.1pp | 172.34%-148.9pp |
| Employer contribution / active EE | $5,144 | $4,890+5.2% | $4,624+11.2% | $4,379+17.5% |
| Participant deferral / active EE | $6,444 | $8,341-22.7% | $8,004-19.5% | $6,730-4.3% |
| Admin fee / account holder | $611 | $15,759-96.1% | $14,398-95.8% | $14,365-95.7% |