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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 | $31,777 | $129,737-75.5% | $119,126-73.3% | $154,746-79.5% |
| Participation rate | 88.9% | 78.9%+10.0pp | 75.8%+13.1pp | 80.7%+8.2pp |
| Annual return | 17.52% | 379.08%-361.6pp | 282.11%-264.6pp | 172.34%-154.8pp |
| Employer contribution / active EE | $3,196 | $4,375-26.9% | $4,034-20.8% | $4,379-27.0% |
| Participant deferral / active EE | $6,296 | $5,842+7.8% | $5,318+18.4% | $6,730-6.4% |
| Admin fee / account holder | $1,334 | $11,961-88.8% | $10,693-87.5% | $14,365-90.7% |