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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 | $162,136-86.4% | $152,301-85.5% | $154,746-85.8% |
| Participation rate | 90.0% | 84.1%+5.9pp | 82.4%+7.6pp | 80.7%+9.3pp |
| Annual return | 18.68% | 91.02%-72.3pp | 80.50%-61.8pp | 172.34%-153.7pp |
| Employer contribution / active EE | $2,137 | $4,890-56.3% | $4,624-53.8% | $4,379-51.2% |
| Participant deferral / active EE | $9,178 | $8,341+10.0% | $8,004+14.7% | $6,730+36.4% |
| Admin fee / account holder | $4,191 | $15,759-73.4% | $14,398-70.9% | $14,365-70.8% |