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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 | $16,238 | $155,555-89.6% | $146,866-88.9% | $155,188-89.5% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.5%+11.2pp | 80.8%+12.9pp |
| Annual return | 25.28% | 115.41%-90.1pp | 102.85%-77.6pp | 148.84%-123.6pp |
| Employer contribution / active EE | $2,799 | $4,647-39.8% | $4,425-36.7% | $4,248-34.1% |
| Participant deferral / active EE | $5,848 | $8,044-27.3% | $7,759-24.6% | $6,531-10.5% |
| Admin fee / account holder | $1,079 | $14,755-92.7% | $13,620-92.1% | $14,480-92.6% |