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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 | $45,659 | $155,555-70.6% | $146,866-68.9% | $155,188-70.6% |
| Participation rate | 85.7% | 84.0%+1.8pp | 82.5%+3.2pp | 80.8%+4.9pp |
| Annual return | 21.61% | 115.41%-93.8pp | 102.85%-81.2pp | 148.84%-127.2pp |
| Employer contribution / active EE | $2,059 | $4,647-55.7% | $4,425-53.5% | $4,248-51.5% |
| Participant deferral / active EE | $5,398 | $8,044-32.9% | $7,759-30.4% | $6,531-17.3% |
| Admin fee / account holder | $1,140 | $14,755-92.3% | $13,620-91.6% | $14,480-92.1% |