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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 | $31,449 | $114,013-72.4% | $103,693-69.7% | $155,188-79.7% |
| Participation rate | 95.7% | 75.2%+20.5pp | 72.6%+23.0pp | 80.8%+14.8pp |
| Annual return | 18.59% | 49.31%-30.7pp | 47.61%-29.0pp | 148.84%-130.3pp |
| Employer contribution / active EE | $2,524 | $3,131-19.4% | $2,920-13.6% | $4,248-40.6% |
| Participant deferral / active EE | $5,654 | $4,970+13.8% | $4,579+23.5% | $6,531-13.4% |
| Admin fee / account holder | $384 | $8,407-95.4% | $7,858-95.1% | $14,480-97.3% |