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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 | $26,758 | $162,136-83.5% | $152,301-82.4% | $154,746-82.7% |
| Participation rate | 90.0% | 84.1%+5.9pp | 82.4%+7.6pp | 80.7%+9.3pp |
| Annual return | 14.67% | 91.02%-76.3pp | 80.50%-65.8pp | 172.34%-157.7pp |
| Employer contribution / active EE | $2,731 | $4,890-44.2% | $4,624-41.0% | $4,379-37.6% |
| Participant deferral / active EE | $6,166 | $8,341-26.1% | $8,004-23.0% | $6,730-8.4% |
| Admin fee / account holder | $3,922 | $15,759-75.1% | $14,398-72.8% | $14,365-72.7% |