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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 | $30,078 | $155,555-80.7% | $146,866-79.5% | $155,188-80.6% |
| Participation rate | 90.9% | 84.0%+7.0pp | 82.5%+8.4pp | 80.8%+10.1pp |
| Annual return | 18.62% | 115.41%-96.8pp | 102.85%-84.2pp | 148.84%-130.2pp |
| Employer contribution / active EE | $2,063 | $4,647-55.6% | $4,425-53.4% | $4,248-51.4% |
| Participant deferral / active EE | $4,199 | $8,044-47.8% | $7,759-45.9% | $6,531-35.7% |
| Admin fee / account holder | $1,998 | $14,755-86.5% | $13,620-85.3% | $14,480-86.2% |