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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 | $38,774 | $155,555-75.1% | $146,866-73.6% | $155,188-75.0% |
| Participation rate | 94.1% | 84.0%+10.2pp | 82.5%+11.6pp | 80.8%+13.3pp |
| Annual return | 21.10% | 115.41%-94.3pp | 102.85%-81.8pp | 148.84%-127.7pp |
| Employer contribution / active EE | $4,217 | $4,647-9.3% | $4,425-4.7% | $4,248-0.7% |
| Participant deferral / active EE | $7,604 | $8,044-5.5% | $7,759-2.0% | $6,531+16.4% |
| Admin fee / account holder | $2,002 | $14,755-86.4% | $13,620-85.3% | $14,480-86.2% |