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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 | $22,040 | $155,555-85.8% | $146,866-85.0% | $155,188-85.8% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.5%+7.5pp | 80.8%+9.2pp |
| Annual return | 18.68% | 115.41%-96.7pp | 102.85%-84.2pp | 148.84%-130.2pp |
| Employer contribution / active EE | $2,137 | $4,647-54.0% | $4,425-51.7% | $4,248-49.7% |
| Participant deferral / active EE | $9,178 | $8,044+14.1% | $7,759+18.3% | $6,531+40.5% |
| Admin fee / account holder | $4,191 | $14,755-71.6% | $13,620-69.2% | $14,480-71.1% |