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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 | $33,012 | $155,555-78.8% | $146,866-77.5% | $155,188-78.7% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.5%+5.0pp | 80.8%+6.7pp |
| Annual return | 14.17% | 115.41%-101.2pp | 102.85%-88.7pp | 148.84%-134.7pp |
| Employer contribution / active EE | $9,764 | $4,647+110.1% | $4,425+120.7% | $4,248+129.9% |
| Participant deferral / active EE | $3,571 | $8,044-55.6% | $7,759-54.0% | $6,531-45.3% |
| Admin fee / account holder | $1,331 | $14,755-91.0% | $13,620-90.2% | $14,480-90.8% |