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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 | $34,691 | $155,555-77.7% | $146,866-76.4% | $155,188-77.6% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.5%+0.8pp | 80.8%+2.5pp |
| Annual return | 21.96% | 115.41%-93.5pp | 102.85%-80.9pp | 148.84%-126.9pp |
| Employer contribution / active EE | $2,943 | $4,647-36.7% | $4,425-33.5% | $4,248-30.7% |
| Participant deferral / active EE | $11,270 | $8,044+40.1% | $7,759+45.2% | $6,531+72.6% |
| Admin fee / account holder | $1,060 | $14,755-92.8% | $13,620-92.2% | $14,480-92.7% |