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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 | $23,261 | $185,312-87.4% | $161,489-85.6% | $154,746-85.0% |
| Participation rate | 92.9% | 82.5%+10.4pp | 78.7%+14.2pp | 80.7%+12.2pp |
| Annual return | 19.80% | 103.84%-84.0pp | 89.72%-69.9pp | 172.34%-152.5pp |
| Employer contribution / active EE | $3,272 | $4,769-31.4% | $4,268-23.3% | $4,379-25.3% |
| Participant deferral / active EE | $6,726 | $6,350+5.9% | $5,630+19.5% | $6,730-0.1% |
| Admin fee / account holder | $4,100 | $18,654-78.0% | $16,006-74.4% | $14,365-71.5% |