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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 | $22,170 | $185,312-88.0% | $161,489-86.3% | $154,746-85.7% |
| Participation rate | 88.2% | 82.5%+5.8pp | 78.7%+9.5pp | 80.7%+7.5pp |
| Annual return | 16.08% | 103.84%-87.8pp | 89.72%-73.6pp | 172.34%-156.3pp |
| Employer contribution / active EE | $2,747 | $4,769-42.4% | $4,268-35.6% | $4,379-37.3% |
| Participant deferral / active EE | $5,128 | $6,350-19.2% | $5,630-8.9% | $6,730-23.8% |
| Admin fee / account holder | $5,330 | $18,654-71.4% | $16,006-66.7% | $14,365-62.9% |