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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 | $32,159 | $155,555-79.3% | $146,866-78.1% | $155,188-79.3% |
| Participation rate | 90.9% | 84.0%+7.0pp | 82.5%+8.4pp | 80.8%+10.1pp |
| Annual return | 27.72% | 115.41%-87.7pp | 102.85%-75.1pp | 148.84%-121.1pp |
| Employer contribution / active EE | $5,586 | $4,647+20.2% | $4,425+26.3% | $4,248+31.5% |
| Participant deferral / active EE | $10,228 | $8,044+27.1% | $7,759+31.8% | $6,531+56.6% |
| Admin fee / account holder | $4,411 | $14,755-70.1% | $13,620-67.6% | $14,480-69.5% |