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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 | $24,061 | $181,062-86.7% | $158,223-84.8% | $155,188-84.5% |
| Participation rate | 87.5% | 82.7%+4.8pp | 79.2%+8.3pp | 80.8%+6.7pp |
| Annual return | 15.26% | 57.39%-42.1pp | 52.09%-36.8pp | 148.84%-133.6pp |
| Employer contribution / active EE | $1,219 | $4,565-73.3% | $4,109-70.3% | $4,248-71.3% |
| Participant deferral / active EE | $7,592 | $6,134+23.8% | $5,467+38.9% | $6,531+16.2% |
| Admin fee / account holder | $9,252 | $18,825-50.9% | $16,047-42.3% | $14,480-36.1% |