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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 | $162,136-87.4% | $152,301-86.6% | $154,746-86.8% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 22.64% | 91.02%-68.4pp | 80.50%-57.9pp | 172.34%-149.7pp |
| Employer contribution / active EE | $4,636 | $4,890-5.2% | $4,624+0.2% | $4,379+5.9% |
| Participant deferral / active EE | $8,597 | $8,341+3.1% | $8,004+7.4% | $6,730+27.7% |
| Admin fee / account holder | $4,299 | $15,759-72.7% | $14,398-70.1% | $14,365-70.1% |