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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 | $154,228-85.7% | $145,433-84.8% | $137,256-83.9% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 80.0%+10.0pp |
| Annual return | 18.68% | 74.59%-55.9pp | 66.58%-47.9pp | 220.34%-201.7pp |
| Employer contribution / active EE | $2,137 | $4,804-55.5% | $4,554-53.1% | $4,156-48.6% |
| Participant deferral / active EE | $9,178 | $8,216+11.7% | $7,897+16.2% | $6,407+43.3% |
| Admin fee / account holder | $4,191 | $14,344-70.8% | $13,129-68.1% | $12,270-65.8% |