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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 | $20,392 | $155,555-86.9% | $146,866-86.1% | $155,188-86.9% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.5%+5.0pp | 80.8%+6.7pp |
| Annual return | 22.64% | 115.41%-92.8pp | 102.85%-80.2pp | 148.84%-126.2pp |
| Employer contribution / active EE | $4,636 | $4,647-0.2% | $4,425+4.8% | $4,248+9.1% |
| Participant deferral / active EE | $8,597 | $8,044+6.9% | $7,759+10.8% | $6,531+31.6% |
| Admin fee / account holder | $4,299 | $14,755-70.9% | $13,620-68.4% | $14,480-70.3% |